SAP A.G. Message Board - Msg: 5396916

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Technology Stocks : SAP A.G.

SAP 238.12

+1.8%

2:36 PM EST

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To: WarrenU who wrote (1999)	8/3/1998 3:13:00 PM
From: Jay8088	Read Replies (1) of 3424

Rather than wondering whether other investors would dump the stock becuase of the perceived lack of price momentum, I think a SAP investor should ask following questions. 1. Does SAP have a good management? Yes, actually one of the best in the world. 2. Does SAP have a dominant market position? Yes, SAP's market share is greater than the next four ERP venders combined. 3. Is the market for their product growing? Yes, ERP revolution is in a 'tornado' phase and is unlikely to slow down for the foreseeable future. 4. Is SAP serious about preparing for future trend changes? Yes, SAP spends more on R&D than PSFT makes in revenue. Unless one or more of the above answers change - say, shrinking market shares, or ERP market saturation, etc. I believe this stock should be held tightly. Just my humble opinion.

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