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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: RGrey who wrote (17138)9/17/1998 1:53:00 PM
From: Lizzie Tudor  Respond to of 77400
 
The enterprise software fundamental people were not predicting any rise in Sap RGrey. It was the TAs and traders that were predicting a rise based on the listing on the NYSE. Enterprise software in general was under pressure at the precise time of the Sap listing. Enterprise software is suffering mostly due to y2k (most analysts think - I have a slightly different theory) anyway the point is there is fundamental weakness there that isnt really present in csco or dell I dont believe... well I guess I should defer that to one of the fundamental people on this thread.....

Michelle