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SAP SE Message Board

  • i_am_rodney_king i_am_rodney_king Jun 8, 2002 12:48 PM Flag

    SAPPHIRE 2002

    All I can say is that it was like a morgue.
    SAP cheaped out all the way this year putting the burden of follow-on events to partners.

    Hasso indicated that there were more prospects than last year. I don't think so. Partners were charged a minimum of $30K for booths. Not too impressive given the lack of prospects. Keynotes were boring and not factual. On the one hand Hasso indicates that the current SAP install base doesn't have to worry about hurrying to the latest and greatest release, on the other hand he clearly indicates that technology has radically changed and will continue to do so. Whatever happened to the concept of a base product with add-ons?

    SAPPHIRE 2002 had the energy of a tortoise. The question is; "will slowly and surely win the race"? Also heard strong rumors of a massive layoff.

    Best to all, long and short. I think I will buy back in when the stock is trading in the $19 range.

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    • who would have guessed that rodney king would have predicted the SAP #'s? He said to start buying at $19, I wonder if he did?

      I am going to wait a few quarters to see how SAP plays out.

      Kudos to the fella who bought the 22.5 puts a few weeks ago. You deserve the $'s for such a bold move and statement.

      The question is; will the bold faced Plattner and Kagermann still maintain 15% growth year to year?

      Buh bye,
      Lilith



      Subj: SAPPHIRE 2002
      By: i_am_rodney_king
      Date: 06/08/02 12:48 pm

      All I can say is that it was like a morgue.
      SAP cheaped out all the way this year putting the burden of follow-on events to partners.

      Hasso indicated that there were more prospects than last year. I don't think so. Partners were charged a minimum of $30K for booths. Not too impressive given the lack of prospects. Keynotes were boring and not factual. On the one hand Hasso indicates that the current SAP install base doesn't have to worry about hurrying to the latest and greatest release, on the other hand he clearly indicates that technology has radically changed and will continue to do so. Whatever happened to the concept of a base product with add-ons?

      SAPPHIRE 2002 had the energy of a tortoise. The question is; "will slowly and surely win the race"? Also heard strong rumors of a massive layoff.

      Best to all, long and short. I think I will buy back in when the stock is trading in the $19 range.

    • Obviously you weren't even there. Best Sapphire in years. Highest CUSTOMER attendance in years. All partners I talked to were stoked before and after. Great customer presentations. SAP not abandoning CRM just re-integrating eliminate overlap. Keep your speculation to yourself, Rod. Stay off the pipe too.

      • 1 Reply to Supply_Guy
      • Because of all that has gone on with SAP in the last year they will not be in an optimum position to take advantage of industry upturns in spending during the next year. I love it when anyone with a "foreign" company critises the American business structure. So how come no one outside of the US hasn't ruled in the US? Answer; because they may be good where they come from but this is a different situation competing against the American structure. The Germans have certainly good aspects to the way they go to market but how come they don't lead the world? Answer; arrogant approach to other non-Germans. This will prevail and inhibit what they try to accomplish-always has and they still haven't learned.

    • Wrong Guess.

      I am not a current SAP or former SAP employee, just an investor concerned about my stock. Maybe you should start doing your job, and we can start congratulating you, instead of cussing at you (Bulldoz).

    • I heard the same!

      I also heard today that their CRM Group will be totally dismantled in the coming weeks?

      If true? What kind of message is this to the street? I am totally confused because I heard SAP had a HUGE CRM display going on at Sapphire? I can not wait to hear their SPIN message on this one!

 
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