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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Dale Baker who wrote (8876)5/18/1998 3:56:00 AM
From: BelowTheCrowd   of 18691
 
This company competes in a sliver of the market space that is currently occupied by SEBL/SCOP, in selling customer interaction software to telecom business.

As others have noted on this thread, SEBL seems a tad overvalued as well, even at a substantially lower PE than LHSG, and with a broader product base.

I also know for a fact that both ORCL and SAP are moving into this space.

So I agree, this is looking like a good short, but I would probably hold off for two things:

* The inevitiable reaction to the Barron's article, which is probably going to be followed by some mindless upgrades and at least a partial bounce back.

* An upcoming split, which always seems to create a mindless buying frenzy as well as more available shares to short.

For what it's worth, I think most of the enterprise software companies are overvalued at current levels. LHSG may just be the most extreme example.

mg
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