Subject: Re: FKA: SAP SE
"Nobody talking about SAP anymore? After a long talk with somebody who knows SAP very intimately, I came to the conclusion this falling knife is a huge opportunity for the long term and will start a position tomorrow."

I have a friend who is doing likewise. His view of AI's impact is the same as yours, and he is very smart. He has backed up the truck. I have not joined him because it is in my "too hard" pile, but I think you will do well. Onward!

abromber