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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (44009)	1/20/1999 11:50:00 PM
From: Shane M	Read Replies (2) \| Respond to of 132070

MB, I don't think SAP is going away, will very likely maintain a dominant position IMO. Its valuation was absolutely sky high to start with, and is now coming back to semi-reality. Still has farther to fall, but I will be a buyer of SAP at some point. Companies w/ proprietary systems with high switching costs seem to have high resiliency. You had mentioned ORCL as an upcoming put opportunity. Do you still feel that way? I've been long on ORCL since last June, but to me the stock has run past "fair value" and seems to just be continuing due to inertia. I'm learning to just stay aboard for rides like this, but am on the lookout for an exit opportunity. Was really hoping to hold til the summer for long term capital gains treatment. Shane Shane