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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sommers who wrote (3147)	6/25/1999 1:29:00 PM
From: Sommers	Read Replies (1) of 54805

One final note, ERP appears to have been resting on bottom for some time now. Should Q fail to execute or hit an unexpected wall, come 12/99 SAP should be ready and waiting to finally take off - like we all thought she would before Y2K hit the brakes. SAP's day will come and revenues will take off again, but like you, I don't feel as comfortable buying non-US companies. Unnecessary risk... S.

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