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

To: Ibexx who wrote (2308)	8/18/1998 6:09:00 PM
From: mauser96	Read Replies (1) \| Respond to of 3424

Ibexx...Good point. I'll keep that in mind. I have all my ERP money in SAP, but I'm beginning to think that PSFT might be a good investment if it gets cheap enough. There must be room in the ERP space for more than one player. SAP is the gorilla, and deserves a higher P/E, but as smaller companies adapt ERP software PSFT might be a stronger player. It's much depleted market cap is $9.4 billion so at least it's not tiny. I added a couple of new big caps to my list recently, EMC and TYC. I'm looking at Home Depot but haven't bought it yet. Did you know that they have only a 14% share of the market. Considering how crowded my local ones are, I would have guessed much higher. regards