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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2273)	8/28/1998 9:07:00 PM
From: Y2k_fan	Respond to of 18998

SCMM, looks very good. Wonder if there are shares available. I let so many slip away. After all the junks get cleaned up. Dow would be at 6400.

To: Bill Wexler who wrote (2273)	8/28/1998 9:13:00 PM
From: Dante Sinferno	Respond to of 18998

No , it's not your imagination Look at the chart for EASTE for the past 45 days and see what happened when it began trading on a german stock exchange. Rob

To: Bill Wexler who wrote (2273)	8/28/1998 11:26:00 PM
From: Spunky Beaver	Respond to of 18998

This Juergen guy appears to be the "perfect" contraindicator. He definitely appears to be batting .000

To: Bill Wexler who wrote (2273)	8/28/1998 11:42:00 PM
From: Mr. Pink	Read Replies (2) \| Respond to of 18998

LHSG is a Turd, in fact a Triple Turd. Mr. PInk

To: Bill Wexler who wrote (2273)	8/29/1998 11:04:00 AM
From: RockyBalboa	Read Replies (2) \| Respond to of 18998

German investors? >>>>>>> Is it my imagination - or do german investors have a penchant for picking worthless companies and driving their stocks through the roof? <<<<<<< Hi, guys! I am from Austria, a neighbour country to germany, and germany like Austria has been plagued by concerted outright scams in the past. On the days, Turbodyne faltered along with the very first strong sell report, I visited german message boards. All the people went there crying foul, and only blaming Mr.A for it. Only a very very few pointed at the track record and began to think of it, with most of the guys averaging down their portfolios.... I also commented on EASTE, along with their introduction on the "Berliner Freiverkehr" which is an unlisted securities market in Berlin. The quotation requirements are comparable to "our" U.S. OTCBB market. The most touted stocks there are tke likes of "Cybernet Internet AG", an internet provider with ugly financials. It lists in Berlin as well as on the OTCBB:ZNET. It was previously created from a reverse merger with a dormant salt lake city company called "New Century Technologies" (NCEN). Maybe, Berlin is worth a look, as there are some stocks who also are listed on the nasdaq. In the german board IJNT and HEB (Hemisperx)are mentioned by people who got burned in TRBD and some german stocks. Especially HEB earns a closer look. Also LHSPF (LHSG) is mentioned but with caution. See below for the URL of the german board. S A P (Germany, ADR on NYSE) The so-called german blue chip SAP looks vulnerable in a dog market. Germany seems to be in dog mode now, the GDAX stock index went off some 24% from the early July ($62) high now at $46-7. It went up from a year low of $19. One ADR represents a half of german SAP preferred stock. Voting ordinary stock is not traded (this is very often to see in Germany / Austria where only preferred stock is listed, whereas voting shares are kept in the original owner's vents). For the GDAX see quote.yahoo.com^GDAX&d=t SAP is a maker of accounting software. In the last years the co. widened their product scope, so they are able to offer complete business solutions now, including human ressource managing software, order and transaction processing, cost-center calculations. Sometimes SAP is called the microsoft of Europe, stock went up 900% in 5 years. Recently, they try to jump the boat on the Asset-Liability management sector with the "IS Bank" tool which should provide an integrated solution to manage the term structure of interest bearing assets and liabilities for banks and big companies, including Value at risk, scenario simulation, gap analysis and the likes. But potential customers have their doubts whether SAP will be able to compete with big players like IRIS, or monaco, or even profitmaster. My personal view is a more distinct, but even doubtful one. SAP is well integrated in the industry, and their software created some standard in the german-speaking (and thinking) europe. Even job descriptions for accountants include SAP knowhow as a basic. Now the bad word about it. Some analysts consider the market for SAP as almost saturated. Many big players have SAP software, it is new and Y2K and EURO compliant, so many of the existing customers benefits are already consummated in terms of former revenues. The sustainability of recent growth rates is in question. The sky-high valuation of the stock from the high of 62$ has been lowered already, still the co trades at a whopping 118 multiple, where I consider 30-50x as more applicable. SAP does not qualify for a broken stock story, though. Its board is high decorated and honored, many german college teachers serve as consultants. SAP also had to stand billy-like assaults in the past. The recent one seems to be a more severe one: "Bankruptcy trustee sues SAP AG" (which is a new experience for SAP). dailynews.yahoo.com The advantage is that you can trade SAP almost "round the clock". If you open an account at a german bank or at "consors brokerage", you can trade it from 3:00 AM to 4:00 PM ET. For consors, see: brokersworld.consors.de The message board is at consors, but it is difficult to read, as it is not sorted and many msgs are more yahoo-alike. Christian