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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (208)2/20/1999 4:44:00 PM
From: KY  Read Replies (4) of 54805
 
Frank,

Aside from all the ATHM/AOL chatter, what do you and others think of SAP?

Moore mentions them in his book. The stock has moved steadily downward since it hit the states.

Enterprise software stocks in general is just way out of favor...is it time to get in on this gorilla now while it's down? Or is there something fundamentally wrong with this industry now.

PSFT is also looking like a bargain now (and it is behaving very similar to ORCL after it crashed a bit, but now is back on course).

Any value investors out there sniffing around at SAP?
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