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

To: gdichaz who wrote (1841)	5/10/1999 2:55:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

RE: SAP I got in it last year, sold it when it listed on the NYSE, and went nowhere. It is way down in price, it has been reporting service income so that it appears as new license income, and it is just not growing the way we all expected. Take a look at it after the 2YK thing is over with next year, IMO.

To: gdichaz who wrote (1841)	5/10/1999 11:17:00 PM
From: Mike Buckley	Respond to of 54805

When might be a time to consider investing in SAP or is a smaller company such as Siebel preferable Chaz2, My bias about that is shown by the fact that I own Siebel shares and don't own SAP shares -- yet. The authors mention that a gorilla's management team can screw up for a few years without permanently doing in a gorilla. I suspect that we will some day be using SAP as an example of that. Contrast that with what I think will be the example of a chimp that couldn't survive the lethal damage done by its management. Yep, I'm referring to Baan. I think SAP will remain the glrilla and Baan will remain the chimp. Save this post and hold me accountable. :) --Mike Buckley