SAP A.G. Message Board - Msg: 7125937

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Technology Stocks : SAP A.G.

SAP 244.34

-0.1%

Dec 19 3:59 PM EST

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To: Ibnbatutaa who wrote (2888)	1/6/1999 12:33:00 AM
From: Ibexx	Read Replies (1) of 3424

Ibnbatutaa, Re. SAP did not participate in the late 98 rally...suspect Y2K distractions had something to do with that Precisely my assessment. In the ERP sector, I think SAP will still fare better than competitors PSFT and BAANF. The y2k issue--and the distortions it causes in companies business models--is a fleeting event. The sector will resume a healthy growth and $31 1/4 would look incredibly cheap a year from now. I don't expect many people on this thread to see things the way I do; afterall, not too many people were chasing SAP when I was quietly accumulating SAPHY at $12. To make big $$$$ (sometimes) requires an aptitude of being the "lone wolf". <g> Ibexx

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