SAP A.G. Message Board - Msg: 7566306

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Technology Stocks : SAP A.G.

SAP 244.43

+0.6%

3:40 PM EST

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To: deeno who wrote (3000)	1/29/1999 11:02:00 PM
From: mauser96	of 3424

see fool.com A discussion of PSFT< but SAP and ERP field mentioned also. You are right on about this being an industry problem - as long as the earnings remain disappointing the entire industry will be approached by analysts with suspicion. Furthermore projected earnings are not believed ,since many of the analysts believe they have been mislead in the past. Meanwhile SEBL's good quarter indicates ERP company moves in that direction aren't winning. Under these conditions, hype won't move the stock. It's going to take a period of trust rebuilding and some good earning reports. IMHO, it will be late 1999 at the earliest before we can expect it to regain any of it's former glory. I don't know how many market players it takes to change a light bulb, but it takes a lot of them, working very hard , to pick up a fallen gorilla.

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