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

To: Edwarda who wrote (2764)	11/8/1998 10:47:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 3424

Edwarda, Thanks for your thoughtful post. We all draw our own conclusions--and thus take the consequences. That is what's so great about the world. My conclusions have thus far served me well, and I shall continue to rely upon my own judgement. Thanks again. Ibexx

To: Edwarda who wrote (2764)	11/8/1998 6:13:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 3424

Edwarda, The DJ Levy post of Nov.6 certainly did not slip past me, and I've read treetopflier. My question to you is that do you not think the predicted "softness" in the ERP market is already factored in today's share price? What would you attribute the recent SAP weakness to? The stock price has broke thru the 50 & 200 DMA, so one might conclude that a reversal has begun. Unless SAP issues further guidance lowering earnings growth estimate going forward, it would appear to me that the stock is heading up. bp

To: Edwarda who wrote (2764)	11/9/1998 12:35:00 PM
From: Sommers	Respond to of 3424

<<One does not have to be a rocket scientist to conclude that, regardless of their individual merits, all of these companies' stocks are going to be difficult over the near term.>> No one would disagree with this, to be sure. However, SAP is not a stock I care to "market time." If/when they post an earnings surprise the share price will surely jump suddenly, much to the chagrin of those watching on the sidelines. From my experience, analysts are usually overly optimistic or overly pessimistic. In this case I believe it's the later. Consumer confidence and corporate earnings are not going to "dry up" in '99. I've been accumulating SAP right up to the NYSE listing. With what is now a substantial position, I haven't sold one share and haven't lost any sleep.... Good luck.