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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (14846)10/27/1998 3:49:00 PM
From: BelowTheCrowd  Read Replies (2) of 18691
 
Roger,

Disagree with you on SAP (as well as other entriprise SW companies) at least as viewed from this point going forward.

SAP, PSFT, ORCL and others have made massive gains by selling enterpise software to companies who wanted replace rather than fix Y2K issues. They've made a great deal of money on it and established dominant positions.

Going forward is not so easy, and I expect them to be relatively stagnant for a while or at least to take a 12 month breather before resuming steady growth.

mg
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