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To: Lutz Moeller who wrote (720)10/5/1998 6:36:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 2339
 
Lutz, oh no I just picked Sap because it is a bellwether of the ERPs and I think the software biz is really weak. I in no way think Sap is any worse off than anybody else. But, it still has a fairly rich valuation so imo its going down, along with everybody else. But, good luck to you if you are long because I work in the industry so if software recovers I wont mind losing a little on my Sap short.

Michelle