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

To: lbs who wrote (768)	4/22/1998 11:06:00 PM
From: Ibexx	Respond to of 3424

elbs, Thanks for your post. Re. NEON, I have only a superficial knowledge of this company, thus am not in a position to offer any meaningful opinions. These days, I have re-orient my investing strategy to have a much more concentrated portfolio--all big caps with high growth rate and above average liquidity to cope with market's sudden shifts of winds. A comment re. SAP's valuation: Most SIers don't factor in the strategic value of a stock, but I do. SAP is almost like the Cisco--a near dominance in its own space. Having spent much of my professional life in a giant US corporation, I know the enterprise priorities reasonably well--and companies meeting these priorities are what I go after. Regards, Ibexx