I bailed out of my last WIND holdings last week.
I hope to buy back in 2 or 3 weeks *OR* when the
price goes below $15. Whichever comes first.
only in one position right now, the rest is cash.
"You're right. SAP America ran a
few commercials back in 1996. I was asking myself the
who the target audience was."
I only saw the
commercial on TV twice, both times early in the morning
during the morning news. I guess they were targeting
business execs prepping for work in the monring. I have a
copy on tape and was thinking of creating an AVI from
it, but I don't know how SAP might react if it got
BTW, SAP still runs radio spots in the Chicago market
on the all-news stations.
"SAP made clear that internet
enabling has a high priority, and I have confidence in
their ability to deliver."
SAP has made internet
enabling the highest priority. SAPPHIRE '99 will be
nothing but MySAP.com.
thanks for the reply. i hope sap can execute and
while i agree the visible advertising may not be
beneficial on the surface, somehow i wonder if branding,
creating a favorable impression of the company would help.
i guess that's what enjoysap is supposed to do.
MySAP.com indeed looks interesting, even though
it will take a little while (end of 1999 ?) until it
really kicks in. Other ERP companies may be further with
their internet enabling / connectivity, but they don't
don't nearly have the appl. functionality or
installation base. SAP made clear that internet enabling has a
high priority, and I have confidence in their ability
I am not speaking for Pete - I saw your question
directed to him and I thought I'd throw in my two cents
regarding SAP's direction in relation to the internet.
Currently, SAP is launching a new initiative called
MySAP.com which will extend all web enabled R/3
applications to both new and existing customers. MySAP.com
includes Business-to-Business procurement, SAP online
store, employee self service, and the MySAP.com web
portal. The portal is designed to allow customers to
leverage the huge SAP install base worldwide. I have heard
that there are 20000 SAP installations worldwide with
a "potential" user base of 100 million people.
There's alot of synergy there man. SAP is being every bit
as aggressive as IBM and Oracle when it comes to
E-Business. However, I would have to agree that it is not as
visible to the public because SAP does not advertise on
TV. That type of advertising would not be beneficial
Pete, agree with you, however i'm curious how SAP
is approaching the internet as it could be a
disruptive revolution for erp that could seriously effect
its business model. how are they approaching asp?
despite my pessimism on oracle, i have to applaud their
aggressive marketing and positioning when compared to sap.
Rusty, my evidence is customers from Toronto,
Montreal, Dallas, Philly, and Mexico City. No matter what
language. No matter what taxation. No matter what SAP
version. No matter what promises of Y2K compliance. It
Not short, just honest.