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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1840)5/12/1999 8:25:00 PM
From: Pareto  Read Replies (1) of 54805
 
SAP definitely is a Gorilla. But quiet in the woods until the next century. I guess nobody wants to invest to much, if there is a basic uncertainty about problems and legal claims.

Just left SAP yesterday, after not listening to Lindybill back in July. You stepped out at 50, wasn't it? I wasn't aware of his track record, nor his Russian Army strategy.

But in December, I'll go back in, because next year web enhanced ERP will become a tornado market. And as we all know, SAP is the biggy there.

Regards,
Pareto
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