Part 6/7:
As the conversation turned back to SAP, Barker referenced the "Arsta rule," named after colleague Tony Arsta, which advises against holding stocks of companies that are in the process of implementing SAP. The rule states that these implementations often take longer and cost more than businesses expect, leading to delays in other operational improvements. This perspective provides an additional layer of caution for investors when considering the long-term impact of SAP’s recent acquisition.