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

To: Lizzie Tudor who wrote (3012)	1/30/1999 3:41:00 PM
From: Mao II	Read Replies (1) \| Respond to of 3424

Michelle: An interesting point: "...I guess when companies get too big, like these software companies are now, the R&D areas start to lose their creativity...." I'm not sure what you mean here. What do you make of the MSFT shift to its net focus? That certainly represented a radical gear shifting. Or do you mean these companies lose the ability to exploit the creative products of their R&D. IBM? Or do you mean that a vast corporation is simply too big for any single thing to influence. M2

To: Lizzie Tudor who wrote (3012)	1/30/1999 4:00:00 PM
From: jon iliz	Read Replies (1) \| Respond to of 3424

…Forbes article was a little one-sided. Also, it is about 6 mos late. The RUMOR is: The article was scheduled to be released last Sept after the author did 6 months of research. Then, competitor businessweek published an article warning of hard times thus trumping the Forbes article. The upset author, beaten to the punch, obviously yanked the article and rewrote what he could and viola! That is where we are today. (Rumor also has it that the original article was not nearly as negative)