SAP A.G. Message Board - Msg: 7125677

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Technology Stocks : SAP A.G.

SAP 245.21

+0.4%

3:59 PM EST

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To: Ibexx who wrote (2886)	1/6/1999 12:11:00 AM
From: Ibnbatutaa	Read Replies (1) of 3424

Ibexx, Was beginning to wonder whether or not you'd abandoned SAP...no pug marks on this site! I figure your assessment of the latest SAP descent is reminiscent of the late 1996 dip(insider trading related) when I guess you loaded up and made good. I have lightened up but not cleared my position. SAP did not participate in the late 98 rally...suspect Y2K distractions had something to do with that...but should be singing again later this year after anticipated "restructuring" and refocusing by customers away from Y2K issues. Seems like this is almost a "value" play compared to most other software issues. Good luck for the year Ibnbatutaa

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