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

To: bigredfreak who wrote (1881)	7/31/1998 1:51:00 PM
From: isdsms	Read Replies (1) \| Respond to of 3424

<<But I'd highly recommend taking some profits over the next couple months as the NYSE hype ends and SAP starts reporting numbers that can be easily compared to other software vendors numbers.>> Many thanks for the advice. I'll sell this afternoon! Thanks again! Ira

To: bigredfreak who wrote (1881)	7/31/1998 2:28:00 PM
From: Jay8088	Respond to of 3424

In comparing SAP with PSFT, don't forget that SAP spends more on R&D each year than PSFT makes in revenue. That is the kind of disparity that makes leading companies like INTC and MSFT unbeatable. If you have doubts, just compare long term charts of INTC with AMD. Sure, AMD always had attractive valuations relative to INTC. But INTC just keeps going from strength to strength while AMD keeps threshing around. There are qualitative differences between two companies like these. Conclusion: Numbers don't tell all. Also read Gorilla game discussion posts on this thread.