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

To: growthvalue who wrote (2126)	8/6/1998 4:28:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 3424

It takes a few days (or weeks) for the flippers to get out. Once that happens, SAP will be well on its way. Just look at any high-flying IPO's trading pattern--altho SAP is not an IPO issue by technical definition, it sure behaves like one. Things are looking good as the volatility dwindles down and volume dries out. That critical "inflection point" is not far away. Ibexx

To: growthvalue who wrote (2126)	8/6/1998 5:47:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 3424

Hey, Blair, Growthvalue and Mark, thanks for the great responses! Nice to see some thinking, instead of the mindless flaming and namecalling that keeps showing up on some of the boards, such as Cisco's. 1: I believe that SAP is the Gorilla of ERP and Peoplesoft and the rest are "Chimps" chasing SAP. Moore, in his book, on page 69 and 157, agrees with me. A couple of you disagree with me. You might be right. We all know the old saw, "Time will tell!". 2:RE: gross margins on software vs. hardware, Blair, Cisco is running better than 65%(!) gross margin. unbelievable, but true. I won't fight about it, though, the comparison of MSFT and SAP is good enough for a "rule of thumb". 3: Mike, I think we are definitely in the "Tornado" on ERP. Again, an opinion call. Moore thinks so also, same pages as above. 4: Growthvalue, I think the premium of SAP over PSFT is due to the market valuing large cap over small cap. I made a 70% return on PSFT, and got out when they projected lower earnings at the end of the first quarter. SAP put out the same warning. Results? SAP up, and PSFT down! Go figure. 5: Ibexx, great comment on SAP as an IPO, I think it fits.