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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Sommers who wrote (3147)6/25/1999 12:49:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
This reminds of my rush to accumulate SAP June/July '98.

God, I hope not! What a disaster that turned out to be.



To: Sommers who wrote (3147)6/25/1999 1:29:00 PM
From: Sommers  Read Replies (1) | Respond to of 54805
 
One final note, ERP appears to have been resting on bottom for some time now.

Should Q fail to execute or hit an unexpected wall, come 12/99 SAP should be ready and waiting to finally take off - like we all thought she would before Y2K hit the brakes.

SAP's day will come and revenues will take off again, but like you, I don't feel as comfortable buying non-US companies. Unnecessary risk...

S.


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