Whats up with SAP for investors?

[#1]

It appears that timber is becoming the flavour of the day with US bankers investing heavilly into their (timber) shares. Any views on SAP in the short term?

[DST]

Surely a big neg for Sappi is that on July 3 every Anglo holder will become a free & direct Mondi holder? Mondi has blown Sappi out of the water by most measures for decades, and now offers an alternative for players looking at that sector. I suspet there could be some switching.