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

To: Just_Observing who wrote (1868)	7/31/1998 11:56:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 3424

Being the sector's undisputed leader commands a hefty (strategic) premium which many (unsophisticated) investors fail to factor in when evaluating a stock. Just look at CSCO and MSFT. If you play bridge, you would know that Goren allows a very large premium if a hand has all the honors (ace, king, queen and jack), partial premiums (still significant) if there are only 3 or 2 of such. A simplistic analogy, true, but the same idea. PSFT is a distinct second at best. Just my bias, Ibexx

To: Just_Observing who wrote (1868)	7/31/1998 12:06:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 3424

You are trying to bring logic into stock market trading. And we all know it doesnt work. I am sure there are 100's of examples similar to yours. Good work, though. I am impressed with your analysis. And I feel that eventually the prices will balance out. SAPHY is new to the NYSE market with very little data for the general public in terms of fundies and stock action. So it will need some time before investors make up their mind. in the meantime volatiltiy will rule the day .