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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (6100)	2/24/1999 11:28:00 PM
From: Shane M	Read Replies (1) \| Respond to of 78497

Bob *sortof off topic** I agree on SAP. They're at the top of my ERP list, but I'm trying to wait for at least $20 for my first buy, and I think odds are decent it might get there . You're right - they're the gorilla and the cost of switching is huge. This is proprietary architecture to the nth degree. (That said, my company recently installed SAP in the admin area, and it's causing more headaches than the dept can count.) ORCL is on my list, but hopefully at much lower prices. ORCL's architecture, from what I've learned, is more friendly to the growing trend toward interconnectivity brought on by the internet, and management at ORCL has the charisma to bring the industry with it. ORCL is also more open to partnerships, which I like. With the pace of change picking up, it's unlikely that one company can supply the total solution anymore, and this trend favors ORCL's more open architecture.. Not that SAP will lose here, but the playing field seems to be tilting slightly adversely for them. But they've still got their customers by the neck. In ERP I'm currently invested in ITWO (potential supply chain management gorilla) and DSTM (courtesy Wright Sullivan's mention on this board). Shane