SAP A.G. Message Board - Msg: 5196257

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Technology Stocks : SAP A.G.

SAP 240.02

+0.9%

Nov 26 3:59 PM EST

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To: LindyBill who wrote (1437)	7/14/1998 10:01:00 PM
From: mauser96	Read Replies (3) of 3424

The stock action of Seible's competitors tends to suggest that SEBL is in the process of dominating it's niche. You're right that the risk is that SAP will muscle them out eventually, but if they can become the standard it won't be easy to do.SEBL software can be integrated into SAP products. Like Microsoft, SAP will not be able to dominate in everything it attempts. I own both so I can wait to see who will win. I also own CSCO and MSFT who like SAP are monentum stocks, but that actually worries me. Momentum stocks do great until the momentum players decide to go elsewhere, then they collapse big time. Fortunately this tendency is much less noticeable in big cap stocks.

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