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

To: Edwarda who wrote (3377)	5/10/2000 5:42:00 PM
From: deeno	Read Replies (1) \| Respond to of 3424

Although your statement is of course generally true, there were a few developments that did influence specifically, the stock direction. We seemed to soar when the public saw SAP as a serious B to B play. the first leg down was when they downplayed B to B platforms in some tech conference call. Then earnings were not all that hot and mysap.com growth seemed poor. The up and down was accentuated by market direction (especially on the up side with B to B players), but to say nothing much other than the market movemment is not really the case IMHO. For me still a long term holder from before listing but admit the yellow flag is up. Next quarter should set the tone for the rest of the year. Could use a turnaround in US growth and more mysap startups. CEO mentioned (no names) that three "huge" deals were signed for the next quarter. Since he has offered a concrete 3 deals credibility should be easy to measure.

To: Edwarda who wrote (3377)	5/31/2000 10:35:00 AM
From: Mike 2.0	Respond to of 3424

New eCompany magazine 1st issue includes an article that rips SAP for broken ERP promises. I think SAP is way behind the curve in partnering with other companies and will suffer for it. I like to follow ERP sector, many companies struggling, but SAP has company-specific problems as described in article. It's on their home page - ecompany.com Disclosure: No interest in SAP long or short -- I am long JDEC at 12 - I think JDEC is positioned for a nice turnaround later this year. Good luck