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

To: mauser96 who wrote (2616)	9/23/1998 9:17:00 PM
From: JJ	Read Replies (1) \| Respond to of 3424

To All: Updated LB report is at lehman.com .(need Acrobat to read). Some excerpts...... * The footprint of the Enterprise Resource Planning (ERP) vendors continues to expand dramatically. SAP is certainly taking a leadership posture here. * Owning the enterprise application market is the home run. If SAP succeeds, it has the potential to surpass Microsoft (MSFT; $108 5/16 -Rated Buy) in revenue in 2002. * The company detailed its strategy in 17 large vertical markets, new products for horizontal markets and a dizzying number of related offerings at Sapphire 98. * We reiterate our 2-Buy rating. This company remains without parallel in the enterprise software space. We would recommend aggressive purchase of this stock on volatile movements below $45. ------------------------------------------------------------------------------