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

To: Ibexx who wrote (2175)	8/7/1998 2:43:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 3424

Ibexx, Well fundamental and mkt analysis is one indicator as to stock price, and about the only insight that I can add. With regards to "judgement". The best play I have heard of recently (in enterprise sw) was a pre-IPO position in Siebel, which was available to some individuals and all initial employees. This was a 50x return. IMO, a 50x return is excellent judgement in an enterprise sw equity play (I'll even go all the way down to 20x). Buying Sap in the teens does not qualify as an excellent judgement call in this space as far as Im concerned. Michelle

To: Ibexx who wrote (2175)	8/7/1998 4:04:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 3424

Thread, News pertinent to SAP: ____ Friday August 7, 3:39 pm Eastern Time Company Press Release USinternetworking and PeopleSoft Launch First Internet Managed ERP Applications for the Middle Market ANNAPOLIS, Md.--(BUSINESS WIRE)--Aug. 7, 1998--USinternetworking, a revolutionary Managed Application Provider(SM), and PeopleSoft (NASDAQ:PSFT - news), a leading provider of premium software solutions for enterprises worldwide, are joining forces to deliver the first Enterprise Resource Planning (ERP) software managed over the Internet to midmarket businesses. Through the alliance, midsize companies can now rapidly implement PeopleSoft Select's best-of-breed business process applications managed by USi through the Internet for a fixed monthly fee with no capital outlay and minimal technical resources. Integrating PeopleSoft Select applications on its global network of data centers is key to USi's innovative strategy to provide total-solution computing services to clients over the Internet. The companies' partnership enables enterprise customers to use PeopleSoft Select applications-a new suite of enterprise applications specifically tailored for midsize companies-as part of USi's Managed Application Portfolio (MAP) Solution. Customers will have access to the following PeopleSoft Select business process blueprints through USi's services: Financial Management, including general ledger, budgets, projects, and asset management; Procurement, including payables and purchasing; Revenue Administration, including receivables and billing; Order Administration, including order management and inventory; and Human Resources, including HR, benefits, and payroll and interface. ''PeopleSoft's position as a world-class software provider, combined with their rapid implementation methodologies and scalability, meld precisely with USi's vision to give midsize companies the best application solutions for their unique requirements,'' said Christopher R. McCleary, Chairman and CEO of USinternetworking. ''Through USi's MAP solution, even companies with a limited technological infrastructure can benefit from the PeopleSoft Select applications quickly, because USi takes care of the technology management aspect for them.'' USi will integrate PeopleSoft Select applications on servers located in USi's Cisco-Powered Network (NASDAQ: CSCO - news) of global Internet data centers in the United States, Europe and Asia as part of its overall MAP strategy. Through the MAP business model, USi is serving the emerging market for branded outsourcing services, which overall is expected to grow to a $21.1 billion business by 2001, according to Forrester Research, Inc. USi will engage PeopleSoft's SelectPath implementation process, a best-practices methodology for streamlining implementation, shortening time-to-benefit from six months to several years down to three-to-six months. .... I hope SAP will rise up to the competitive challenge in this area. Ibex