SAP A.G. Message Board - Msg: 5530266

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SAP A.G.

SAP 247.13

+0.7%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ibexx who wrote (2308)	8/18/1998 6:09:00 PM
From: mauser96	Read Replies (1) of 3424

Ibexx...Good point. I'll keep that in mind. I have all my ERP money in SAP, but I'm beginning to think that PSFT might be a good investment if it gets cheap enough. There must be room in the ERP space for more than one player. SAP is the gorilla, and deserves a higher P/E, but as smaller companies adapt ERP software PSFT might be a stronger player. It's much depleted market cap is $9.4 billion so at least it's not tiny. I added a couple of new big caps to my list recently, EMC and TYC. I'm looking at Home Depot but haven't bought it yet. Did you know that they have only a 14% share of the market. Considering how crowded my local ones are, I would have guessed much higher. regards

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next