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

To: DownSouth who wrote (2182)	8/7/1998 3:58:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 3424

DownSouth, An interesting correlation here with respect to INTC and MSFT. Whenever we have a platform shift (as is now occurring with the Unix to NT migration), there is some form of increased revenues to the application players. My experience with Cisco and Dell is that they want on the NT/Merced (aka "unix killer") platform ASAP (there might be a y2k component to this?). I will look into the revenue structure to Sap for say, a central Unix host migration to a multiple NT server configuration. This growth is robust even now, and will accelerate as soon as the new lines come up at Dell (and users decide on Merced v PII). The problem with looking at this historically is, the last time this happened it was minicomputer to unix which coincided with the "client server revolution". So the results were exaggerated last time. Michelle PS the term "unix killer" was used in Austin as a categorization for the Intel-based servers. It is not my term. Although unix is certainly being displaced where I am.