SAP A.G. Message Board - Msg: 6227925

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Technology Stocks : SAP A.G.

SAP 247.32

+0.6%

3:59 PM EST

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To: MulhollandDrive who wrote (2729)	10/30/1998 2:31:00 PM
From: Melissa McAuliffe	Read Replies (1) of 3424

I just read both those reports and the biggest thing I got out of it is that it takes many years and what seems like billions of $ to implement SAP. I already knew this but this was simply more confirmation. I question where is the rationale for the $55 price target? With a few small exceptions it seems to me that most of this spending is for services to continue the ongoing implementations. I used to think Brian Skiba was a decent analyst. But he still had a price target of $70 on PSFT when it was at $35. So I'd just be very careful of making any decisions based on his info because I don't think he has any credibility. Maybe I misread this but it's as if he said spending will not be increasing significantly next year but I think the price is going up anyway. Did I miss something?

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