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

To: RGrey who wrote (2477)	9/6/1998 10:10:00 AM
From: Gary Metzer	Respond to of 3424

RGrey et al, As mentioned before, I'll be back (most likely) but only after the smoke has cleared. My SAP holdings went from a $30k gain to a $10k loss. See uncertainty now that didn't exist before. SAP lost their North American Manager, Y2K buildout is tapering off, worldwide recession, etc. My goal for selling my SAP and LU was to build some cash to take advantage of any further dips. Holdings I still have that I like and their reasons are: -AOL**have you seen AOL v4.0 yet? sweet -ASNDlikely buyout by LU or other -BMCSawesome employee incentive plan -CSCOthe leader in internet buildout -CTXSwhy have software on each PC if you don't have to -CYMI80% share of DUV laser market. good stock, but when will rise? -DELLtop management, only 7% market share, expanding their field. -SEEKwait until Disney becomes a key portal as they build out SEEK -INKTgood technology and search engine -MSFTnever bet against Bill -MSTRtruly useful data management and querying system -RMBStheir technology will be in all PCs eventually -YHOO**best worldwide penetration of any website As you see, their are many other companies that have potential for great rewards. When I ranked them, SAP just came out at the bottom of the list. I will still be watching the stock, and if it dips down to 30's would likely to be a buyer again. Happy investing. Gary