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

To: MacRules who wrote (3009)1/30/1999 3:30:00 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 3424
 
This Barrons article... was it this weekend? Can anybody post some excerpts if they see it.

I agree with Jon that the Forbes article was a little one-sided. Also, it is about 6 mos late. What I want someone to write about now is the impact of the web on business software - who is developing some software to exploit these opportunities etc. Once somebody does that, it will change the maturing market into an emerging one again. But nothing is going to happen if these companies spend all their time trying to catch up with niche players like Sebl and I2. I guess when companies get too big, like these software companies are now, the R&D areas start to lose their creativity.

Michelle



To: MacRules who wrote (3009)1/30/1999 7:49:00 PM
From: Melissa McAuliffe  Respond to of 3424
 
I didn't see the article but what was the reason they suggested it? I'm trying to confirm that their deferred revenues are only $70M because if that's true then I can see big problems coming down the road.




To: MacRules who wrote (3009)1/30/1999 8:41:00 PM
From: Jay Rommel  Read Replies (1) | Respond to of 3424
 
R.W. what an insight!
I was just thinking of the same thing.
Can you picture a Jack Welch heading SAP?
I know Jack will retire from GE in about a year ...


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