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

To: jon iliz who wrote (3207)	4/30/1999 10:21:00 PM
From: singletree	Respond to of 3424

SAP and Halliburton subsidiary team up... biz.yahoo.com

To: jon iliz who wrote (3207)	4/30/1999 10:30:00 PM
From: singletree	Respond to of 3424

SAP gets boost from IBM... infoworld.com

To: jon iliz who wrote (3207)	5/4/1999 5:43:00 PM
From: jon iliz	Respond to of 3424

Lehman brothers report from 4/21 (A good read): lehman.com * SAP announced Q1 results a week in advance of detailed breakout and conf call * Results in US GAAP and German. US GAAP are much better than German Accounting * Total rev. Eu.1.07 bn; US GAAP benefit to revenue in Q of Eu. 40 mm * US GAAP main factor in PTP decline of 1% yoy,against prof warn of 35% decline * Net-net of US GAAP:show SAP o/perform competitors.Stk likely to reflect n-term