SAP AG (ADR) (NYSE:SAP)

mschrissy (60.26) Submitted: 2/10/2007 3:29:57 PM : Start Price: $42.56 SAP Score: +36.70

solutions ahead of most .... for awhile

alamobull (20.28) Submitted: 1/24/2007 9:27:42 AM : Start Price: $43.62 SAP Score: -32.75

ORCL is the beating SAP....SAP has flat revs everywhere except in Europe (which offers the lowest growth oppty).....

ripeforpicking (< 20) Submitted: 1/12/2007 3:23:46 PM : Start Price: $45.66 SAP Score: -26.80

Not much growth potential left in SAP, 2008-2009 should be a disappointing year, IT is the first place people cut if the economy declines, which I believe will be the case sometime late next year early 2008.

totobis (61.74) Submitted: 1/12/2007 10:31:26 AM : Start Price: $45.57 SAP Score: +26.58

Now that revenue shortfall has been announced and is priced in the stock, they should start benefiting from push in SMB market

caspianhiro1 (78.66) Submitted: 1/12/2007 1:33:53 AM : Start Price: $45.84 SAP Score: -25.83

Revised earnings down. The beatings will commence as everyone heads to the exits.

blogpedia (< 20) Submitted: 12/14/2006 11:57:19 AM : Start Price: $46.89 SAP Score: -23.52

The logic is simple - Oracle has made some aggressive moves and it appears that it is now competing head-on in almost all markets that SAP is involved in. I won't be surprised if SAP is down 15-20% short term and about 30-40+ in the long term. This all assumes Oracle plays all its cards correctly. It's all about high PEs associated with these stocks. Markets are merciless on cutting down the PE if they see a stock is loosing its ground!

veskes (67.72) Submitted: 12/8/2006 4:33:03 AM : Start Price: $46.97 SAP Score: +22.14

SAP has been very succesful dominating the market of the very large companies. However, these are small in numbers (there are only some 700 refineries in the world and some 5000 chemical / petrochemical plants). I believe SAP is close to beeing able to offer its software to middle size comanies of which there are a considerable number in the world.

tlevine984 (83.72) Submitted: 11/18/2006 1:45:16 PM : Start Price: $46.98 SAP Score: +21.51

Dominant Enterprise Resource Planning vendor that is well poised to beat the broader market. Company will benefit from many of its clients upgrading to newer releases of its flagship R/3 market. TBD - company's focus on the mid/small market initiatives.

DarrenScot (< 20) Submitted: 10/11/2006 6:15:26 PM : Start Price: $46.41 SAP Score: +19.52

Company will pass $100 within 18-24 months... they dominate their market and have offered strong incentives to management.

budamonk (92.53) Submitted: 10/5/2006 11:46:33 AM : Start Price: $46.23 SAP Score: +19.66

Launching Mercury Testing technologies in standard SAP application suite will attract new clients and will bring new deals.

marksinger212 (< 20) Submitted: 10/4/2006 3:49:59 AM : Start Price: $45.14 SAP Score: +20.98

misstep was a blip. oracle is getting killed in the marketplace with fusion. sap poorly managed portfolio is far superior to oracle

jstewart35 (60.93) Submitted: 9/29/2006 8:25:19 PM : Start Price: $42.40 SAP Score: -25.96

I think SAP will have a tough time the next 3-5 yrs. They made a strategic mistake a few years back by developing their new applications one-off and using Netweaver to integrate them all together. This makes the system extremely complex for customers as well as their own developers (meaning more R&D $ and longer release timeframes). Netweaver does not integrate well w/ third party systems and w/ the market trend towards SOA, this does not bode well for SAP. They also appear to be losing more than winning when going head to head vs. Oracle.

Given that, their strong sales strategy, relationships (upsell opportunities), and high switching costs will give them 5-10% annual growth. That does not justify the current price.