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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (8258)	4/21/2000 5:30:00 PM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

DJ> SAP ... ...Goldman Sachs has lowered EPS for FY2000 from 6.24 to 4.41 euros; GS also "questions ability of SAP to execute in the internet era". Company is losing considerable market share in TheStates - relationships with systems integrators are in bad shape over here - their "contract rates" are going down; otoh, still stable for contractors in the UK. Most of the large companies in northern Europe have massive investments in SAP business systems, so there is an installed base requiring constant software maintenance; execs of these companies must also protect/defend their large kapital investments in SAP. "It's getting like COBOL", says one old software contractor. Apparently there is a lot of employee turnover: the company is much more damaged over here than over there, fwiw. technically, the stock looks like it will seek gap under ~40, then go into a dead money drift until the company can put together 2 back-to-back positive earnings reports :-/ -Steve