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Technology Stocks : SAP A.G.
SAP 244.83-1.0%Dec 12 9:30 AM EST

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To: dmccoach who wrote (2972)1/29/1999 11:15:00 AM
From: Doug  Read Replies (1) of 3424
 
Anyone:I have been advised to move on & take a loss instead of averaging down. The reason given is that the ERP/PDM mkt is saturated with Oracle, Baan, SAP and PSFT all in super competition on a declining mkt. Further because of Y2k, all other capital expenditure has been put off. The timing for any recovery is Y2K+3 mths.

Perhaps some one in the same boat as me could share his evaluation of
PSFT/SAP and BAAN at these levels.

Thanks
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