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

To: Ibexx who wrote (2886)	1/6/1999 12:11:00 AM
From: Ibnbatutaa	Read Replies (1) \| Respond to of 3424

Ibexx, Was beginning to wonder whether or not you'd abandoned SAP...no pug marks on this site! I figure your assessment of the latest SAP descent is reminiscent of the late 1996 dip(insider trading related) when I guess you loaded up and made good. I have lightened up but not cleared my position. SAP did not participate in the late 98 rally...suspect Y2K distractions had something to do with that...but should be singing again later this year after anticipated "restructuring" and refocusing by customers away from Y2K issues. Seems like this is almost a "value" play compared to most other software issues. Good luck for the year Ibnbatutaa

To: Ibexx who wrote (2886)	1/6/1999 6:08:00 AM
From: Mao II	Read Replies (3) \| Respond to of 3424

Ibexx: Personally, I think the buy area is around 25-28 -- you may recall SAPHY sojourning there in late fall of 97 (at what was then 100). There should be an opportunity, perhaps brief, to do just that. Regards, M2

To: Ibexx who wrote (2886)	1/14/1999 5:27:00 PM
From: jon iliz	Read Replies (1) \| Respond to of 3424

Ibex, My broker (to whom I paid a good commission) usually advised me of the "pit" actions. I had a rough idea of who were selling (big boyz or little guys) and to what extent the MMs were "shaking the trees" etc. In Mid December there was the annual Christmas speech from management to employees. The topic of why the drop in stock price came up. Management indicated that the stock was not placed on the very select listing of Euro stocks for the beginning of 1999. (SAP was to displace Siemens, but it did not happen). This discouraged a few select banks and they subsequently sold some of their holdings. Management did not disclose the names of those banks. The significance of being listed on the Euro is the immediate availability to all other Euro countries of the SAP shares as well as their specific stock funds . It is speculated that it is just a matter of time before SAP fills Siemens seat as the Technology stock to represent the Euro. BTW - I tip my hat to you for the fine job you have done educating the people on this thread over the years. J