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

To: deeno who wrote (2559)9/16/1998 7:38:00 PM
From: Shawn B.  Respond to of 3424
 
The drop today is probably because of Oracle. It got its first win in europe over SAP in selling its Comtrak enterprise software to a major telecom reseller.



To: deeno who wrote (2559)9/17/1998 12:55:00 AM
From: A. Fineigler  Read Replies (2) | Respond to of 3424
 
SAP is also very richly valued, at approx. 80x 1998 and 60x 1999 projected earnings. With a projected 99/98 growth rate of approx. 40%,
80x earnings is pretty steep. (PEG is steep, but not unusual for a market leader at present).

There's probably a lot of nervousness due to the limited upside and possibly large downside in the current valuation.

AF


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