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: JRH who wrote (2135)	8/6/1998 6:56:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 3424

Its too late to implement Sap to fix y2k problems. In fact, if you are a mfg concern, you would have hit y2k last year sometime (most likely - this does not include the distribution model). ERP is slowing, possibly due to y2k, also some mkt saturation I believe. Psft has a bunch of consultants on the beach. Im not sure about Sap, but I suspect it is true there also. I don't really care for Sap products but if the time was right I would have jumped in on this stock like the rest of you, but at these levels I don't think we're going anywhere for the rest of the year. Michelle

To: JRH who wrote (2135)	8/6/1998 7:11:00 PM
From: treetopflier	Respond to of 3424

JRH, No, I'd have already started my SAP implementation and they'd have already booked my license revenue. Why do you think they've had such an incredible run? Most of those purchases are already reflected in the stock price. My whole point was that their license revenue has to slow. Case in point -- Oracle and their fast start program. What a joke. It is ABSOLUTELY IMPOSSIBLE to install Oracle Financials and HR in 60 days, but they have taken the incredible step in an effort to bolster flagging apps revenues of bundling the product and services with a Y2K banner to try and sell to the panicky middle market that are late to start their conversions. These aren't the big revenue accounts. These are the under $500M in gross revenue companies. It is an extraordinary step for Oracle that demonstrates, in my opinion, their desperation. Yes, there are still companies who will buy SAP right up until end of Q2 next year, hoping to get it dunked in. Poor planning on their part, unless of course the opposite is true they are well prepared for Y2K and their install starts after 3/1/2000. Probably some nice discounts available to those thinking that far ahead. Bet you can get SAP licenses quite reasonably after June of next year. ttf