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

To: RGrey who wrote (2262)	8/12/1998 9:55:00 AM
From: growthvalue	Read Replies (1) \| Respond to of 3424

I think it's a tremendous company and I'm keeping my eye out for a good entry point. I'm not sure that entry point has arrived yet. I'm a little concerned short-term due to SAP's relative valuation compared to PSFT, the fact that the company might have to restate EPS to conform with US GAAP, and the fact that Y2K could be causing a slowdown in ERP software. So I don't see huge upside in the short term, and potential downside. But if your time horizon is 18-24 months, rest easy and look for big weakness to add more.