SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (51999)4/21/1999 10:57:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
William, I don't think it's too late for qcom. I am waiting to see anything under 175 and will likely add today. This is a $600 stock. I think csco's big run will really ramp up here no later than Tuesday. I nibbled a little more. Msft will probably move up with csco.



To: Bill Harmond who wrote (51999)4/21/1999 11:37:00 AM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
Yes their results were the same as last year (of course its a hard call because last year they were not listed and you know those euro financial games they play), but anyway, that was way above psft who is about ¼ last years revenues.

The thing Sap has going for them is a european recovery and their PR in as much said that. "The first quarter results are better than expected, taking into account the effects of adopting U.S. GAAP, careful management of expenditures and headcount increases, as well as several major contracts in Europe signed during the last week of the quarter,"

Personally I don't like Sap but they also appear to be faring better than the others on a chart - another deceiving thing because again they were not listed until precisely the moment the decline started so their stock was artificially depressed, had they traded the entire time their chart would be worse than all the other ERPs I believe.

Please, don't tell me you are considering adding to Sap!? Siebel is the man in software unless you are trying to play an international recovery I think