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

To: fred douglas liebling who wrote (1360)	7/10/1998 10:10:00 AM
From: MulhollandDrive	Respond to of 3424

Fred, Very tough call, definitely a "good news/bad news" scenario. I was hoping for a price correction on a technical basis, instead we have an earnings warning. Asia and increased employment costs make it more difficult to gauge earnings momentum going forward. The next two weeks should be very interesting. bp

To: fred douglas liebling who wrote (1360)	7/10/1998 10:10:00 AM
From: fred douglas liebling	Respond to of 3424

I bought some of the shares I sold off at 175 a while back. I am betting that this is only a mini-melt and that the newly acquired "gorrilla status" I've been reading about here will prove to be more than right. No guts, no glory! fred

To: fred douglas liebling who wrote (1360)	7/10/1998 10:33:00 AM
From: Mad Duck	Read Replies (1) \| Respond to of 3424

I took the plunge and ten minutes ago bought at 200 through Fidelity On-Line. Do you or anyone else have any thoughts on how the Euro will impact on investments like these?

To: fred douglas liebling who wrote (1360)	7/10/1998 11:17:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 3424

>NT is an important product for R3 imho and if MSFT holds strong I'll be tempted to nibble. I find your perceived relationship between MSFT and SAPHY to be peculiar (to say the least). SAP's implementations, especially in Europe, are predominately ORACLE-based. Oracle runs on Unix and NT. A move by MSFT in no way indicates how well Oracle databases are selling. Could you expound on how this relationship works? Are you not really just seeing tech stock trends pushing and pulling SAPHY and MSFT in roughly the same curves?