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To: Lizzie Tudor who wrote (996)	11/14/1998 2:12:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 2339

SAP says ERP outdated!!!!????? How interesting. Michelle: Check this out, what do you make of the statement?? Not much detail here but interesting regardless. ================================================ Bangalore, Nov 13: Enterprise resource planning (ERP) no longer represents the gamut of solutions offered as an extension of the original package, SAP AG executive board member Peter Zencke said. Dubbing the term ERP as 'outdated', Zencke said businesses were moving to the 'supply chain management' model that linked tiers of suppliers with original equipment manufacturers and other business partners......... financialexpress.com

To: Lizzie Tudor who wrote (996)	11/14/1998 4:58:00 PM
From: orkrious	Read Replies (1) \| Respond to of 2339

Michelle, re The second part of your statement is true, but nonetheless its way to late for a y2k push for mfg enterprise software, and everyone knows it. We saw the y2k effect in mfg last year actually - there is a planning function that stretches out 18 mos routinely so in order to not see the y2k phenom in an arcane system you would have had to retrofit 18 mos ago. Some shops have a smaller planning window sure but its always at least 6 mos. You seem to have an excellent understanding of this. Can you estimate if ITWO's backlog is safe enough from pushouts so that Y2K won't have a tremendous negative impact on revenue in 2H99? Jay