SAP A.G. Message Board - Msg: 8245123

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Technology Stocks : SAP A.G.

SAP 245.95

+0.7%

3:59 PM EST

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To: Michael Burry who wrote (3116)	3/10/1999 12:06:00 PM
From: Mike 2.0	Read Replies (1) of 3424

Michael, (OFF TOPIC), you wrote: And if you've ever spent any time inside IR at a company (not necessarily SAP), you know that favorite analysts get even more special treatment - such as the quarter's numbers before the official release. CA has fallen like a rock on Morgan Stanley downgrade (but no reduction to earnings estimate...odd). Is MS is in CA's "favorite analyst" club...? Actually DOES CA have a favorite analyst club?? Others on CA thread have said CA is well known for disdain of analysts, period. I am long CA just under 39 and would love to know if this downgrade is the result of "asymmetric information" or just a proactive CYA move by the analyst.

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