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To: Glenn D. Rudolph who wrote (88829)12/28/1999 12:34:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
I like sap a lot. I don't know which is better, sap or oracle here (well, Oracle is better positioned with their product line on the internet but they have had a huge runup and the orcl valuation is high) - Sap looks good too. I'd replace pcln with sap if I were you, I'm not against pcln (although I don't like auctions as I say) but for next year software is going to outperform I think - jmo though. I have oracle calls, no sap though.