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

To: Ibexx who wrote (777)	4/23/1998 6:36:00 PM
From: tom ablett	Read Replies (2) \| Respond to of 3424

Hello again Ibexx . Can you tell me if the adr's are as volatile as SAP on the DAX . If you look at the chart and the volatility of SAP, there must be people making a killing off this. Limit orders could be a bonus. Is there anywhere to get a chart of the North American ADR's that you are aware of. Also I'd like to express my sincere thanks for you passing on some of the wealth of knowledge that you have about the markets. We all gain tremendously by your posts. Please type more. Thankyou. Tom A.

To: Ibexx who wrote (777)	4/23/1998 8:40:00 PM
From: fred douglas liebling	Respond to of 3424

I totally agree with you about the German base; it has saved us all alot of stress!But I see an investment in PSFT as a compliment to SAP, and not as a threatening competitor. Without trying to be to glib, it's like comparing California to Prussia.... you know what I mean!Unlike AMD and Intel, what we are comparing here are two well managed quality operations. good luck, if you still need it with all the good luck you've already had owning Pfizer as well. It's funny, the charts of SAP and Pfizer are very much alike and when I added to SAPHY a while back, it was between the two of them that I chose.

To: Ibexx who wrote (777)	4/24/1998 12:32:00 AM
From: Ibnbatutaa	Read Replies (2) \| Respond to of 3424

Ibexx: Congratulations and Thank you for your rational perspective on market events, you deserve the Guru status being sprinkled on you as a reflection of your sundry outstanding posts........gender not withstanding!! The leader in last week's Economist is about "America's bubble economy". It is not accessible now without registration on the on-line edition at: economist.com The signs of this "bubble" include overvalued share prices, merger mania, rising property prices,and a rapid growth in money supply. It says that the Fed has to raise interest rates at its next meeting in May, and so induce some market retraction, instead of a more harrowing drop in the future if it did nothing in May. "frothy" is the word they use. The Economist has perpetrated this bearish outlook before during this Bull run, but for reasons I cannot clearly explain, I think this time the clouds will truly gather. The analysis seems especially compelling, and I do respect its judgement. Afterall it spotted RMBS (yes, one of your favorites) well before its IPO, a bountiful result for a non-techie such as me! I personally do not see a major upward market move after today's events, with the NAZ down in spite of MSFT's earnings announcements and its usual pessimistic outlook icing. My question to you is; How do you plan to mitigate the SAPHY ADRs in a major down-market, when your usual refuge: (LEAPs) are not available? Even though "the beauty of SAP" is that it is not easily manipulated in the US by MMs, when the Dow dips, Europe and every other market dips: the US is the main market for any "world-class" company, SAP included as per its recent report. With appreciation (not just monetary! ) Ibnbatutaa