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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (8235)	4/18/2001 5:28:53 PM
From: John Pitera	Read Replies (1) \| Respond to of 15481

SAP is coming out with earnings overnight... I think the SAP numbers are going to be good, but I'm not sure how much SAP with talk about their CMRC related sales. Briefing was commenting on the chance of it helping the ERP software stocks but it could impact CMRC. 15:25 ET Rumor Mill : Some random chatter heading into the close: hearing negative talk about AKAM ahead their report, speculation that IBM will guide future numbers lower, and positive talk out of Europe ahead of tomorrow morning's SAP report, which could benefit ORCL, PSFT and other ERPs (enterprise software) cos if true. and then CMRC is coming out with earnings and guidance after the bell. so there is a chance for a ramp in CMRC into friday. I was really sitting around debating if I should buy a few april 10's on CMRC if a favorable scenario developed first with SAP and then with CMRC's report. It did have me pondering. but R1 and the gang are surely right about playing with fires.....errr I mean options -vbg-