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To: Fortney Veeble who wrote (334)	7/15/1998 3:58:00 PM
From: DownSouth	Respond to of 10934

>and would buy SAP if it were not so pricey SAP is going to be listed on the NYSE on Aug 3 and will split 4:1 on that date. It's price is down from its high right now. I consider SAP to be a good play at this price. Actually, I don't "play". I try to buy the best and biggest companies in growing markets. SAP fills that bill for Enterprise Resource Planning (ERP) software. They are a giant in the software industry. I cannot concisely spell out my criteria. Unfortunately, it is not scientific. Basically, it is as I said: buy the best, biggest companies in growing markets. I have been in the info tech business most of my life, so I tend to buy tech stocks. I learned the hard way how easy it is to get burned speculating. So my strategy works well (so far) as a "buy and hold"er. I will look into your interests. I am not familiar with any of them, yet. Thanks for sharing.