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

To: Birdman who wrote (2163)	8/7/1998 1:21:00 PM
From: JRH	Respond to of 3424

We are up 1/8th of a point now! It is nice to see this baby in the green again...

To: Birdman who wrote (2163)	8/7/1998 1:30:00 PM
From: Lizzie Tudor	Respond to of 3424

Birdman, The mkt is up, and more importantly the enterprise sw sector which has been depressed is way up today. Go ahead, tell me that Sap's performance this week has been what the bulls expected. Lots of stocks have huge runs and stall when mkt conditions change. I am not suggesting that Sap is a poor company. Intel certainly is an excellent company but that doesnt mean I want to ride it from $100+ to $60+. Michelle

To: Birdman who wrote (2163)	8/7/1998 1:56:00 PM
From: deeno	Read Replies (1) \| Respond to of 3424

I think that its important to the bulls of the thread to hear and comprehend the comments made by Michelle, treetopflyer, and growthvalue. Just because a stock is up doesnt mean it will go up forever. Per my posts back in the beginning of May regarding the significant exposure that SAP already had in the market, and that the listing would not look like an IPO, They are offering insightful views to both fundamental value, software consultant trends and sales trends (in their view). For quite awhile we have been mostly patting ourselves on the back and commenting on stock price. The stock is probably over-price based on current fundamentals. Its high because of high expectations. If the expectations of revenues and earnings fall short it will go down. If expectations are met or exceeded it will go up. Convince Growthvalue the earnings will grow forever at 62% he will like the stock. Insightful reasons why expectations may not be met help investors gauge the odds. I would particularly be interested in Michelles' view of other SAP products dealing in the EURO and currency bugs. Some of us long term investors (or Traders) have never had actual hands on experiance of SAP products. We only glean an understanding from what we read. Lets hear whats going on out there from people closer to the front lines! Still long from 88