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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (46304)	1/23/1998 9:21:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

Barry Re "Interesting strategy" I agree. Has it worked always?

To: Barry Grossman who wrote (46304)	1/23/1998 10:14:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Barry, OTOTOT I bought my first lot of SAPHY in May 1997, a few months before the Pandesic announcement. I became aware of it because of a close relative (bearing the same family name) whose profession is in database management. He told me about SAPHY, ARSW and BAANF approximately two years ago, but I only traded ARSW (profitably, too) initially. Now I am in both SAPHY and BAANF. As to SAPHY's valuation, it depends upon each individual's investment philosophy, strategy and risk tolerance. I believe, in general, the criteria for evaluating an enterprise software (the sweet spot of the software sector) stock should be vastly different from those for a capital-inntensive manufacturing company. Take a look at its historical chart and SAP's website: sap.com You might be surprised. Regards, Ibexx