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To: MulhollandDrive who wrote (6128)	9/9/1999 11:37:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I noticed that SAP is making a move again on heavy volume, think that there may be a connection? Should I sell my ARBA shares and buy SAP? bp, if you re-read the post you have taken the quote from, you will see it was authored by JRH, aka Sir Chartmeister, while he was visiting Maison Franq yesterday. I suggest you re-direct your question to him, or one of the experts on that sector. But I doubt that any of them will be willing to offer advice on a timing play, just on the LT. uf

To: MulhollandDrive who wrote (6128)	9/9/1999 1:36:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

I noticed that SAP is making a move again on heavy volume, think that there may be a connection? Should I sell my ARBA shares and buy SAP? I trust that you are comfortable making your own investment decisions, bp <g>. I don't think that the SAP move is related to their situation with ARBA, unless the product is ready to be released. But I don't think that a product release would really influence a stock price _that_ much. And SAP has been working on this product for a while now, so it's not breaking news.... Justin