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

To: Glen McGlaughlin who wrote (1843)	7/31/1998 3:09:00 AM
From: WarrenU	Respond to of 3424

<As most of you know you shouldn't buy into a company unless its earnings growth exceeds its p/e ratio.> I didn't know that. Does CSCO, MSFT or LU meet these criteria? CSCO and LU both have PE's (trailing I believe) exceeding 100. Based on this criteria, you can't buy until a company is at least profitable, ruling out the likes of a YHOO for instance. BTW, the forward PE for SAP is approximately 70 from what I gather.

To: Glen McGlaughlin who wrote (1843)	7/31/1998 3:18:00 AM
From: Mike Buckley	Respond to of 3424

Glen, >>I'm prepared to give this company a serious look but not before someone answers these very basic questions.<< I don't want to appear arrogant, but it really shouldn't matter whether or not anyone answers your questions. We're enjoying discussing the company and the stock. Regardless of what any of us might share in the thread, you should do your own homework and come to your own conclusions. It's not as if anyone is here to convince you that SAP is or isn't a great stock to own. --Mike Buckley

To: Glen McGlaughlin who wrote (1843)	7/31/1998 7:46:00 AM
From: Marion Barker	Respond to of 3424

Try these links. adr.com sap.com quote.fool.com

To: Glen McGlaughlin who wrote (1843)	7/31/1998 8:21:00 AM
From: albert123	Respond to of 3424

Hi Glen if you base your investment just on p/e stuff you'd best leave high-tech stock alone. I look solely on if they are a market leader for their product(s) and if they are a household name. If they are a household name I don't enter as those who are not, but are market leaders offer better bargains. SAP is still a bargain. This approach makes it more necessary than is usually the case to research what the company does. Looking at numbers alone won't be enough. As if math was the key to investing. It might give you a good feeling when buying ( I have mathematical certainty that I am buying the right stock) but if you compare to high-tech stock you might rethink your method.

To: Glen McGlaughlin who wrote (1843)	7/31/1998 9:39:00 AM
From: Steve Warkentin	Read Replies (1) \| Respond to of 3424

"hyper-sappers "....ouch....I think SAP dosen't need to be hyped and the stock will probably be around longer than this board. "As most of you know you shouldn't buy into a company unless its earnings growth exceeds its p/e ratio.Does SAP meet this criteria?" ..... a basic but often too simplistic way of putting a value on a fast growing company info?: I first bumped into SAPHY thro IBEXX , but I found info on Schwab's web site ( I emailed MF Boring, Motley Fool, ...about this stock about 8 months ago for him to consider for his Fool Portfolio...he said he was unable to get enough info on it....)