SAP A.G. Message Board - Msg: 9153623

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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: Pareto who wrote (3193)	4/26/1999 4:22:00 PM
From: jon iliz	Read Replies (2) of 3424

I believe this stock will take 3 steps forward, and 2 3/4 back for the next few quarters. This company will continue to meet earnings expectations as defined by the company. The street does not know it, but SAP has a pile of trump cards they can use around earnings time to keep investors happy. How is that for sounding cryptic. (I cant elaborate). Now just a bit of advice, investors should be playing monkey see, monkey do with regards to the activities of the German banks. Stock movement in the US is mostly hype. SAP is the bell weather for all ERP vendors, the undisputed Gorilla for this space. SEBL is the bell weather for all SFO vendors, the undisputed Gorilla for this space. Collision course sometime next year. So far, SAP has done an excellent job freezing potential SEBEL customers. My concern is doing it for much longer without SAP loosing a little respect in the industry. I believe SAP will get their share of customers though. Lets see how well SEBEL holds up once a viable competitor steps in. Worst case is, if things don't work out SAP is hedged in many other areas. I don't know if the same holds true for SEBEL. I closed my short position 3 days ago on SEBL. I bought back at 37 from 46. (I don't want greed to get the best of me). No way can SFO be immuned to Y2K industry slowdowns like the ERP sector has seen. That was my only basis for shorting. RE Internet solutions - I am far from my information sources at this time. No comments. SAP's strongest attribute is that many companies want a one stop source for their solution needs and SAP is on the road to providing it. Oracle is the closest vendor that can boast as such. IMO - Oracles biggest problem is a guy named Larry Ellison. He takes class away from the company and treats his developers sub-par with respect to the industry. Its good to be the king… right Larry.

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