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Technology Stocks : SAP A.G.
SAP 237.87-0.2%Nov 25 3:59 PM EST

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To: Lloyd Davies who wrote ()7/10/1998 11:23:00 AM
From: Bush Hogger  Read Replies (2) of 3424
 
Asia Pacific Sales only 13% of revenue in 1997 for SAP.

It is even smaller now. I don't think this "ASIA fear" is a big deal at all. In fact revenue continues to grow very strongly. Since SAP has been conservative about the second half of 98 for a while now I wouldn't be surprised if they pushed some revenue out from the second quarter into the third quarter.

Still a confident long.
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