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Technology Stocks : Intel Corporation (INTC)
INTC 48.67-0.2%3:59 PM EST

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To: Barry Grossman who wrote (46304)1/23/1998 10:14:00 PM
From: Ibexx  Read Replies (1) of 186894
 
Barry, OTOTOT

I bought my first lot of SAPHY in May 1997, a few months before the Pandesic announcement.

I became aware of it because of a close relative (bearing the same family name) whose profession is in database management. He told me about SAPHY, ARSW and BAANF approximately two years ago, but I only traded ARSW (profitably, too) initially. Now I am in both SAPHY and BAANF.

As to SAPHY's valuation, it depends upon each individual's investment philosophy, strategy and risk tolerance. I believe, in general, the criteria for evaluating an enterprise software (the sweet spot of the software sector) stock should be vastly different from those for a capital-inntensive manufacturing company.

Take a look at its historical chart and SAP's website:

sap.com

You might be surprised.

Regards,
Ibexx
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