Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Pareto who wrote (3193)	4/26/1999 11:01:00 AM
From: Seamus McKenna	Respond to of 3424

It seems to be quite strong today too. SAP always seems to exceed expectations each quarter. It goes up about 20% or so and then gradually drifts down to the mid twenties again. It will be interesting to see what happens this time. I am not in SAP at present but I watch it closely as I am convinced it has the financial strength and management to be a great company. Remember that IBM fell into disfavour for an extended period and then roared back again in the second half of last year. I fully expect SAP to do the same. It's only a matter of time.

To: Pareto who wrote (3193)	4/26/1999 4:22:00 PM
From: jon iliz	Read Replies (2) \| Respond to of 3424

I believe this stock will take 3 steps forward, and 2 3/4 back for the next few quarters. This company will continue to meet earnings expectations as defined by the company. The street does not know it, but SAP has a pile of trump cards they can use around earnings time to keep investors happy. How is that for sounding cryptic. (I cant elaborate). Now just a bit of advice, investors should be playing monkey see, monkey do with regards to the activities of the German banks. Stock movement in the US is mostly hype. SAP is the bell weather for all ERP vendors, the undisputed Gorilla for this space. SEBL is the bell weather for all SFO vendors, the undisputed Gorilla for this space. Collision course sometime next year. So far, SAP has done an excellent job freezing potential SEBEL customers. My concern is doing it for much longer without SAP loosing a little respect in the industry. I believe SAP will get their share of customers though. Lets see how well SEBEL holds up once a viable competitor steps in. Worst case is, if things don't work out SAP is hedged in many other areas. I don't know if the same holds true for SEBEL. I closed my short position 3 days ago on SEBL. I bought back at 37 from 46. (I don't want greed to get the best of me). No way can SFO be immuned to Y2K industry slowdowns like the ERP sector has seen. That was my only basis for shorting. RE Internet solutions - I am far from my information sources at this time. No comments. SAP's strongest attribute is that many companies want a one stop source for their solution needs and SAP is on the road to providing it. Oracle is the closest vendor that can boast as such. IMO - Oracles biggest problem is a guy named Larry Ellison. He takes class away from the company and treats his developers sub-par with respect to the industry. Its good to be the king… right Larry.