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

To: growthvalue who wrote (2691)	10/15/1998 8:57:00 AM
From: sillen	Read Replies (1) \| Respond to of 3424

Tha "wall of worry" because the industry SAP is in is still being defined. Analyst relied on the Y2k problem and the Euroconversion to make money but think about all the work they have to go through to teach the users and to streamline the new system = more money for SAP etc. Although it might not be as fast growing as we have seen so far integration and maintenance will increase in importance. Convergence by outsourcing...one stop shopping/one system...but I'm not going to integrate it myself. I think SAP will climb that wall just fine they are just stuck in the bad mood of BAAN and PSFT. Later Sillen