SAP A.G. Message Board - Msg: 5099811

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Technology Stocks : SAP A.G.

SAP 247.11

+2.5%

Jan 9 9:30 AM EST

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To: Jim Baker who wrote (1242)	7/4/1998 10:42:00 PM
From: Jay8088	Read Replies (2) of 3424

My guess is around $235. I came up with the number by comparing SAP with MSFT. MSFT, no doubt an investors' darling, is selling around 20 X revenue. Assuming that SAP is a similar global franchise, 20 X SAP's trailing revenue gives $235 per share. So IMHO, SAP is fairly valued at present price range. On the positive upside, SAP is growing twice the rate of MSFT and most US funds are very underowned in this Global Gorilla in the making ( say compared to INTC, MSFT, or even PSFT!). Maybe my guess should be 'above $235'...

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