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Technology Stocks : CMGI What is the latest news on this stock?
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To: MulhollandDrive who wrote (4488)1/30/1999 5:10:00 PM
From: Judy   of 19700
 
otot

Hi, Betty

Can you explain why you like SAP for the long-term? While the ERP sector is currently being trashed, SAP represents value but is a distant number #2. I may rotate into SAP when ORCL peaks. ORCL remains the dominant player, is broader-spectrum beyond ERP and is positioned to advance now for other reasons.

Maybe you can post me back on the Idea Thread so we don't clutter up the cmgi thread.
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