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

To: DownSouth who wrote (2249)	8/11/1998 10:20:00 PM
From: BI*RI	Read Replies (1) \| Respond to of 3424

Anyone have a handle on the dividend from SAP? I just got my statement, and it's projecting an annual dividend that amounts to $2 per share (which is about 3.5 times what PFE pays). This is 10 times what the Yahoo! profile shows (.20 share/.37%) I know that Europeans value there stocks based upon the dividends much more than American investors do, but $2 seems high.

To: DownSouth who wrote (2249)	8/11/1998 10:23:00 PM
From: Jay8088	Read Replies (1) \| Respond to of 3424

That is the $64,000 question. I remember back in '94, CSCO collapsed - losing close to 50% in a very short time. I was a value investor back then. And I said, Aha, I knew I shouldn't touch these high p/e, momentum stocks! And I invested in some motorhome stock or something like that - real 'undervalued'. Well ever since then I watched with my mouth open as CSCO went up 10 fold! I lost money on the motorhome stock...Now I believe it is far more important to invest in a dominant company with top notch management - and not be swayed by market gyration - not even 50% drop!. SAP management is one of the best in the world. And they spend billions in software research. I really think SAP has a good shot at being a 10 bagger in 10 years. If not, I will settle for a 5 bagger! So essentially my criteria is one of faith....

To: DownSouth who wrote (2249)	8/11/1998 11:42:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 3424

DownSouth, I think even the naysayers here are saying nay for a year only (does that mean anything, "saying nay?" - rofl). This y2k thing and some general saturation MAY be affecting enterprise sw. The reason it appears that this is happening is because of all the misses in the space: CA,PSFT,VNTV,MANU,ITWO,etc. In fact the only blowout number was from Sebl. (not saying the others had bad numbers, except manu and vntv, but they didnt outperform the whispers). Its an overall sector thing and doesnt have that much to do with Sap anyway, and it is not the beginning of a long term decline. But, you may have to wait a while for some serious gains. If I had Sap I might sell some covered calls. As it stands Im waiting to make an options play. Of course theres others with a more bullish view than me, but as you can see Im not too bearish, maybe neutral. Also there is still some work to do before sap becomes THE gorilla in the space. It looks like they are heading there, but they arent there yet. Michelle