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


To: Ibexx who wrote (2171)8/7/1998 2:18:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 3424
 
Ibexx,

Oh geez. Come on. I bought Manu after the crash in their stock. I believe they are having a good qtr this qtr. When I bought them, I2 was way out of reach as an investment price-wise. I think Im down about 1 1/2 half dollars in my Manu purchase. I don't own much, and I prefer hedge funds as investment vehicles.

I did some of the work on the supply chain at Dell and dabble in these SCM stocks as a kind of way to keep up with others in the industry etc. so I will always have a position in enterprise sw regardless of the mkt.

So tell me, IBEXX, what is your exposure to enterprise software exactly? I have some respect for your posts btw. But Im not going to let you people here bully me around. I was a director of R&D of enterprise sw before they coined the term "client server".

BTW I will refrain from addressing the "quality of judgement" remark.