Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (41774)	2/22/1999 2:38:00 PM
From: Lizzie Tudor	Respond to of 164684

It is not! No way! Terrible architecture unable to scale to e-business. Awful lethargic management. Sap is a really really icky company. Ahhh, I feel better now. Theres nothing to do here without Glenn.

To: Bill Harmond who wrote (41774)	2/22/1999 2:41:00 PM
From: Elsewhere	Read Replies (2) \| Respond to of 164684

From a Sep. 21 Lehman Brothers report: <<CATEGORY KILLER: SAP is the uncontested gorilla in the enterprise resource planning (ERP) space, larger than the next 5 competitors combined, It has strengthened its competitive position over the past few years, growing at least 50% faster than the industry overall. We believe we are in a consolidation phase in the industry, and SAP will continue to gain market share. THE LEVEL OF MICROSOFT: The company is 1/3rd Microsoft's size this year, half their size next year, and potentially larger than the Redmond giant in 2002. The company is addressing a market substantially larger than Microsoft, growing 3X as fast on the top line, and faces no government scrutiny over its actions.>>