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

To: Lizzie Tudor who wrote (2938)	1/19/1999 4:14:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 3424

OT Thanks Michelle, Did you see Manu today? Yikes. As far as EXDS goes, it's an internet stock, there's a very quiet thread on SI with some background. I just picked up on over the weekend and watched it today like the proverbial deer in the headlights. I did see the CEO on CNN over the weekend and she is formerly with IBM and she came across as extremely impressive. I've always been told not to buy into gaps on the open, so I waited. May have been a bad move. Maybe Alan will say some really icky stuff tomorrow and I'll get my chance<vbg> bp

To: Lizzie Tudor who wrote (2938)	1/19/1999 7:28:00 PM
From: jon iliz	Read Replies (1) \| Respond to of 3424

Hi Michelle, ...as far as I know DB2 still beats Oracle on large systems, ... Wow this is a big time statement. Since you prefaced it with "as far as I know" I assume you are working with second hand information, right??? So what were you told then??? What I know is: 1) Oracle IS extremely robust. I have a problem using the word robust and DB2 in the same sentence. 2)Performance wise, (a hidden requirement to support a large system) DB2 still has a ways to go compared to Oracle. 3)DB2 is still un-established in the world of R/3 installations although more and more systems are starting to show up. (none of them I would call a large system). In short, I believe DB2 is best suited for middle sized companies who are looking for a good cost-per-seat ratio in relation to what Oracle or the other DB vendors are offering them. I think Sap needs to partner with an engine player to update their apps and obviously Oracle is out so that leaves IBM. What do you mean by this??? SAP's applications are totally independent of the underlying database layer. There is absolutely no relationship at all between the two. J