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


To: RGrey who wrote (2650)10/3/1998 11:48:00 PM
From: JRH  Respond to of 3424
 
What do you think is going to happen if SAP earnings are on target? Does anyone think this will impact its share price? How low will we go? Just wondering. I am in for the long haul -- but, very nervous!!!! What about the rest of you?

I think that if earnings are on target (and it appears they are), the stock might rebound a bit, but I doubt we will see it breaking new highs. There is just too much uncertainty in the ERP segment right now. I sure hope we can hit the mid 40's soon. I have tuition that is going to be due pretty soon, so I am going to have to sell about half my SAP so that I can afford it. I do want to hold onto the rest for a long time, though. This company makes me nervous as well because I don't understand it as much as I understand my other companies. Oh well, time will tell!

JRH



To: RGrey who wrote (2650)10/4/1998 12:46:00 PM
From: Sommers  Respond to of 3424
 
I'm afraid that "earnings on target" isn't always good enough for The Street.

Unless SAP EXCEEDS expectations, we'll see the 20s...

Many believe SAP is still overvalued and revenues are on the decline...

For JRH's sake I hope I'm wrong, but I doubt there are many people who would be shocked to see SAP in the 20s three weeks from now.

If you are, take a look at the whole enterprise application space... It's bloody.