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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (208)	2/20/1999 4:14:00 PM
From: KY	Respond to of 54805

Thanks Frank. As an FYI to all others, the motley fool just recently purchased YHOO. In their "buy report" they give many compelling reasons why YHOO is a great buy for the next 5 years. Check it out. kY

To: Uncle Frank who wrote (208)	2/20/1999 4:44:00 PM
From: KY	Read Replies (4) \| Respond to of 54805

Frank, Aside from all the ATHM/AOL chatter, what do you and others think of SAP? Moore mentions them in his book. The stock has moved steadily downward since it hit the states. Enterprise software stocks in general is just way out of favor...is it time to get in on this gorilla now while it's down? Or is there something fundamentally wrong with this industry now. PSFT is also looking like a bargain now (and it is behaving very similar to ORCL after it crashed a bit, but now is back on course). Any value investors out there sniffing around at SAP?