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

To: Sommers who wrote (2330)	8/21/1998 3:07:00 AM
From: riposte	Respond to of 3424

Increased IT Investment after 2000 One of the sub-threads on this board has been that the growth which SAP and others have experienced has been driven by a need for organizations to convert to Y2K-compliant systems. The thinking goes that after the Big Event, IT spending will decrease. An article from this week's issue of InformationWeek offers another perspective. -Steve The IT Renaissance Forget the doomsayers predicting layoffs and budget cuts once the year 2000 problem is fixed. A new InformationWeek Research study indicates companies will devote freed-up resources to strategic initiatives. [TEXT DELETED] In fact, an InformationWeek Research survey of 250 IT executives indicates that far from melting down when year 2000 work is completed, IT organizations may experience something of a renaissance, with companies shifting money and people toward making legacy applications accessible via the Web, customizing enterprise resource planning software, building E-commerce systems, and tackling other strategic projects. [REMAINING TEXT DELETED] FULL ARTICLE @ informationweek.com

To: Sommers who wrote (2330)	8/21/1998 3:36:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 3424

Your emotions are often a reverse indicator of what you ought to be doing. Very true! However, my emotions tell me to hold SAP, I really love the company. However, my reason tells me to reinforce my winner, Cisco, as long as it is moving up, and come back to Sap when the situation reverses. The companies I follow seem to move up strongly, then plateau. I have formed the habit of moving funds between the six I like, based on my best guess as to what is moving, and what isn't. By staying with the top six Big Cap I like, Cisco, Sap, MSFT, Dell, AOL, and LU, my chances of being burnt badly are low. I may miss a move, as I did on the last MSFT move, but what I made with Cisco more than made up for it. I am still playing around with this strategy, but it has been profitable so far. Of course, it's hard not to make a profit in this market! LindyBill