Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (1925)	8/1/1998 1:10:00 PM
From: Mixtliman	Read Replies (6) \| Respond to of 3424

Interesting article. I would definitely not go long on this stock. I think a better quote from this article would be "Installing SAP's R/3 system has been described as the corporate equivalent of root-canal work." SAP's software functionally is good, but technically quite poor, and very inflexible. It sells by inertia, instead of by the quality of its products. It is the safe bet. It is like buying buying IBM in the '80s. Over time, however, the nightmare's of SAP implementations will affect this company. Smaller more nimble companies will beat SAP, at the game SAP invented. Also, how many more fortune 500 companies can buy SAP? Definitely their is limited market. Can SAP go midmarket, with a SAP Lite? Think again. If you are a long term investor, don't buy this stock. It is way overvalued, and it now has to compete on a US exchange, responding to smart investors and using a US accounting model. While the stock may enjoy a few months on a US exchange, the party won't last.

To: Ibexx who wrote (1925)	8/1/1998 1:13:00 PM
From: Harry Sharp	Respond to of 3424

>>>Thanks for posting the Economist article. For those who may not have the time to read through the entire text, the last paragraph could perhaps serve as a summary: "...My speculation has been that SAP is rapidly becoming 'the most important company' in the world. <<<<< You do realize that last comment was jay8088's and not the Economist?