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Technology Stocks : 7th Level
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To: steve walsh who wrote (213)3/31/1997 11:45:00 AM
From: Eric Freeman   of 1019
 
I think the reason for the weakness, besides the obvious effect from the general decline, could be from the news story relating to a drop in software sales, industry wide, attributed to the increased usage of the internet by people. Kids and others are playing games on the internet, as well as spending large amounts of time online - therefore less time spent on games, IE inverse relationship. More time on the net/ less software sales. The fact that today a news release shows some awareness of the importance of the net to SEVL could be good news down the road. However we do need sales. Hope the new business plan addresses these facts appropriately.
Still like this stock - will hold over the next 8 months based on my reading. Should be a wild ride.
Eric
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