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

To: WarrenU who wrote (1999)	8/3/1998 12:51:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 3424

There were 4 things that went against SAP today DAX down 2% and SAp down to 59.75 on DAX DOw down almost 100 soon as it opened Mark weaker against $$ Co-chair of SAP not that impressive by US standards

To: WarrenU who wrote (1999)	8/3/1998 2:57:00 PM
From: DownSouth	Respond to of 3424

SAP's opportunity, imo, is in the long term. I, for one, am willing to take the bumps caused by traders. Long on SAP

To: WarrenU who wrote (1999)	8/3/1998 3:13:00 PM
From: Jay8088	Read Replies (1) \| Respond to of 3424

Rather than wondering whether other investors would dump the stock becuase of the perceived lack of price momentum, I think a SAP investor should ask following questions. 1. Does SAP have a good management? Yes, actually one of the best in the world. 2. Does SAP have a dominant market position? Yes, SAP's market share is greater than the next four ERP venders combined. 3. Is the market for their product growing? Yes, ERP revolution is in a 'tornado' phase and is unlikely to slow down for the foreseeable future. 4. Is SAP serious about preparing for future trend changes? Yes, SAP spends more on R&D than PSFT makes in revenue. Unless one or more of the above answers change - say, shrinking market shares, or ERP market saturation, etc. I believe this stock should be held tightly. Just my humble opinion.