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Technology Stocks : SAP A.G.
SAP 223.29-0.8%10:53 AM EST
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To: Fritz Hatt who wrote (3165)4/8/1999 10:19:00 PM
From: Ibexx  Read Replies (2) of 3424
 
Dear Fritz,

Thanks for your kind words.

I may be calm on the market as compared to some other Siers--but certainly claim no better batting average when it comes to market timing.

I do feel, however, SAP's stock performance has been mostly sector-specific, as you can discern from the following chart (amazing how closely they traded together!). ITWO did better, but it's a somewhat different animal.

techstocks.com

Regards,
Ibexx

PS: It helps to have a highly diversified portfolio--which I do. A couple of winners each day will undoubtedly compensate for the urge of selling the losers at the low.
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