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


To: Ibnbatutaa who wrote (2888)1/6/1999 12:33:00 AM
From: Ibexx  Read Replies (1) | Respond to of 3424
 
Ibnbatutaa,

Re. SAP did not participate in the late 98 rally...suspect Y2K distractions had something to do with that

Precisely my assessment. In the ERP sector, I think SAP will still fare better than competitors PSFT and BAANF. The y2k issue--and the distortions it causes in companies business models--is a fleeting event. The sector will resume a healthy growth and $31 1/4 would look incredibly cheap a year from now.

I don't expect many people on this thread to see things the way I do; afterall, not too many people were chasing SAP when I was quietly accumulating SAPHY at $12. To make big $$$$ (sometimes) requires an aptitude of being the "lone wolf". <g>

Ibexx