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

To: deeno who wrote (2581)9/18/1998 4:43:00 PM
From: Ibexx  Read Replies (2) | Respond to of 3424
 
deeno,

Re. You thought it Could have gone either way at the time

I am glad someone remembers what I said. <g>

I also indicated, at the time, that the (immediate) post-listing performance of SAP would to a large extent depend upon the macro-environment, and we have had the worst set of scenarios re. that in addition to the highly unfavorable timing factor (September/October being the most stormy season for the stock market).

Whether to hold SAP or short is a highly individual matter, depending upon one's time horizon, resources and temperament. I don't disagree with Warren Buffet that market like this offers great opportunities.

Regards,
Ibexx



To: deeno who wrote (2581)9/18/1998 5:43:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 3424
 
deeno,

I bought a partial position in SAP near it's high. I decided that overall market conditions might be adverse in the near term and would wait until after earnings to add. I agree with much of your assessment and look forward to earnings and willingly will pay a few dollars more per share.

regards,
bp


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