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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (496)	2/26/1999 3:46:00 AM
From: LindyBill	Read Replies (2) of 54805

Re: SAP Quote from the book: Page 69: "SAP is a gorilla in the enterprise-wide business software." There are about 10 more mentions of SAP in the book, concerning the fact that they are the Gorilla in back office software, and own the large application market. The question today is: Does this market still have tornado growth available, or is if now full. SAP's sales of new large systems, and its stock price, has fallen. I have owned SAP, made money on it, have it on my watch list, and am waiting until after 2K to see if I should get back in.

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