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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: deeno who wrote (3370)	3/29/2000 3:23:00 PM
From: deeno	Respond to of 3424

Not much comment on the way up guess not going to be much on the way down oh well... SAP: SAPPF/SAP; C-1-1-7; $59 «; EUR870 00E $0.59; 01E $0.87 00E EUR7.10; 01E EUR10.50 Merrill Lynch Negative market speculation post an analyst meeting hosted yesterday by the company in San Francisco In our view, there was nothing said to bring up this speculation. Share are down to EUR870 today Company is currently in quiet period until the 1Q results are released on 19th April, followed by a 2 day new product conference starting on the 24th April in Berlin Management stated common sense should be used regarding recent competitor announcements on various market portal establishments (Commerce One, Oracle, Ariba) He states that it is easy to set up the sites but takes time to gain visibility on the benefits. SAP generally tend to downplay news until they have all the details to hand. Expect shares to remain volatile ahead of the results. We would remain strong buyers particularly on weakness.