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


To: TCGNJ who wrote (348)1/29/1998 10:31:00 AM
From: Ibexx  Read Replies (2) | Respond to of 3424
 
TCGNJ,

I am really afraid to say one way or the other; SAPHY has been on a tear since last year...

But the company has unbelievable potential as possibly the 2nd-ranked (next to Microsoft) software giant on the global scale. SAP has the enterprise sector locked and will play a big role in e-commerce with its Pandesic (a joint venture with Intel).

I am sure when SAPHY comes on the big board, there will be another rush....

Current valuation is rich. However, you know as well as I do, the Germans do their books conservatively.

How about accumulate if you don't yet have a position? I expect the market to correct somewhat around February/March.

Hope this helps,
Ibexx

PS: Where were you when I was screaming BUY BUY BUY a few months ago?
(ggg)