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

To: mauser96 who wrote (1959)	8/2/1998 11:26:00 PM
From: Jim Baker	Read Replies (2) \| Respond to of 3424

Lucius, Very interesting discussion. Thank you.The difference is that there are many more people willing to invest in the offer that has a lower per share cost. While some may know that the value of their investment remains constant, there are many other less sophisticated that reason (or don't reason at all) differently. Regarding the big investor, I wonder how many of the truly big funds invest in Mr. Buffets' stock. The big mutual funds that need to show their investors the firms they invest in (wondow dressing) buy stock in firms that have at least some visibility. The question is how many average investors know what ERP is and how it effects front and back office operations and what this means for the firms they do invest in? While the number of shares traded on any given day sets some kind of parity for the investment community, the price per share has an influence. Also there has been a lot of talk regarding P/E. I mean where do some of the internet stocks get this kind of valuation. SAP is a real company with profits that can be measured against PSFT and BAANF. SAP has many partners and they derive great income from promoting SAP, while this may promote their own interests, it can only promote SAP along the way. I wish, not for you, but for others there was a chart that would show what has transpired over that last 18 months (any input here would be welcome). Thanks again. j.