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

To: Uncle Frank who wrote (1401)	4/21/1999 7:52:00 PM
From: Mike Buckley	Respond to of 54805

Did anyone notice that the second-biggest percentage gainer in Frank's index was SAP -- up 25% today. I haven't had a chance to fully appreciate the nuances of their earnings announcement, and I'm not sure I'll take the time to figure it all out, but I was surprised to see such a strong stock move on only a 7% increase in their product revenue. Maybe it had something to do with earnings relative to expectations. Maybe it had something to do with their CEO downplaying the effect of Y2K spending on their sales. Maybe, maybe, maybe ... --Mike Buckley