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

To: Sharise Brown who wrote (2924)	1/19/1999 10:57:00 AM
From: Jay Rommel	Read Replies (3) \| Respond to of 3424

Sharise, I don't argue that SAP is is a long term buy. I know people who owns 1 - 3K of SAP who is just waiting for the magical turn around. However if you click on this link the last 90 days: quote.yahoo.com you will notice that nothing much has changed. As MSFT, CSCO, INTC, DELL, etc. continues to perform for their shareholders, SAP went down. Now, sometime in the future SAP will turn around and go higher ... and you know what? So will MSFT, INTC, CSCO and DELL ...

To: Sharise Brown who wrote (2924)	1/19/1999 11:40:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 3424

Sharise and Thread, IBM DB2 Attacks ERP Market crn.com By ShawnWillett San Jose, Calif. 1:11 PM EST Sun., Jan. 17, 1999 .............. IBM is betting that DB2 for Unix/NT will be the next big platform for ERP applications. The company is investing heavily in optimizing its DB2 for Unix and NT database to run with ERP applications and is leveraging its mainframe influence with the ERP vendors. "There is a huge pent up demand for ERP on the 390 and NT is an untapped market," said Jeff Jones, brand manager for DB2 at IBM. So far, IBM has targeted the big three ERP vendors - SAP, Peoplesoft, and The Baan Co. IBM has opened an SAP integration center in Santa Teresa, Calif.and has made numerous modifications to DB2 to make it run better with SAP R/3's data formats. It also has a Quickstart installation process with SAP. For Peoplesoft, IBM is also investing money in modifying and integrating its database for Peoplesoft's suite of ERP applications. IBM has similar efforts with Baan. "They [Peoplesoft] have had a 160 percent revenue increase on the DB2 database." said Jones. According to Jones, there has always been interest among ERP vendors in porting their applications to the IBM's 390 platform. Recently the vendors started targeting NT for DB2 as their newest platform. Jones said that IBM has an advantage over other database providers, claiming that Oracle Corp. has product conflict with ERP vendors, while Microsoft Corp. and Sybase Inc., which have scaleability issues, he said. "Sybase and Microsoft are extremely late in offering row level locking in their products, but we've had it in the whole life of the product," said Jones. Row level locking provides the ability for two people to work on the same record at the same time. According to a study by Boston-based AMR Research, IBM DB2 was the number two database for ERP applications with a 20 percent market share. Oracle was number one with a whopping 52 percent market share. IBM's numbers included mainframe and AS/400 platforms.