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

To: timothy alan morris who wrote (2384)	8/25/1998 7:50:00 PM
From: Ibexx	Respond to of 3424

tim, Just a few brief comments to offer my 2 cents: CA and SAP are really in completely different sectors. In the recent past, even though CA's stock hit an all-time low, the same reasons that led me to decide against this stock still seem to hold true: 1) Greater than 53% of CA's business is in the mainframe area. We all know that mainframes, even though not a dying bread, are not exactly a high-growth sector. 2) According to a recent interview by CEO Charles Wang, CA's non-mainframe business slowed due to y2k interruptions (in the sense of corporate budget) and South East Asia exposure. That part of the business reportedly had been growing at a 40% rate. The reasons of favoring SAP are numerous; all of which (or most of which) had been discussed repeatedly on this thread. You may wish to look up some old posts. Ibexx PS: A recent article on SAP may be of interest: investor.msn.com