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

To: Mike Buckley who wrote (2277)	8/13/1998 3:04:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 3424

Mike, Well Oracle apps people tell me that the Baan/Aurum acquisition was a huge success, delivering almost 3x the original revenue estimates. And I have heard from many that the Aurum product is poor. Apparently Baan was smart and kept Aurum fairly autonomous, so they are not limited to the Baan installed base - this topic was mentioned briefly on this thread, theres no reason to limit front office to the mkt of your backoffice products in my view. So the point is, I think it would be very possible for Sap or Psft to acquire a front office solution and really win with it. The question is whether or not they could win against Siebel. At this point, I doubt it - Siebel has so much business they are qualifying their accts and only taking the really high profile ones. If I had to guess I would say that Siebel as an investment today will pretty much outperform anything else in enterprise sw long term (provided they dont blow up, etc). Michelle