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


To: Jacob Snyder who wrote (3156)3/26/1999 6:48:00 PM
From: deeno  Read Replies (1) | Respond to of 3424
 
Just curious in your calculations did you use ALL shares, ADR's, ordinary, and preferred? And if so which one of the three did you use in the formulas. Your post really was the nicest thing anyone has said about the company lately, hope it holds.



To: Jacob Snyder who wrote (3156)4/7/1999 9:34:00 AM
From: Greg Jung  Respond to of 3424
 
Jacob, I don't know much about SAP but I know Microsoft, and SAP is NOT microsoft. -g-.

Relative valuation maybe look to direct competitors/colleagues in the biz software biz, KEA AGS ANLY RMDY all screaming cash flow buys. Somehow the pair of dimes holding these up has fallen to the floor. This is the Kosovo of the stock market.

I wouldn't bottom fish in SAP until about 3 more staircase drops.
P/S of 6 is extremely rich these days. SAP price action is not strong, either.

Greg