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Technology Stocks : Sagent Technology, Inc. (SGNT)
SGNT 21.760.0%Aug 30 5:00 PM EST
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To: DD™ who wrote ()2/5/2000 4:55:00 AM
From: Boaz   of 220
 
Carl - I appreciate your comment. I also think that the company is doing a good job in growing its business. I would not invest a dime in SGNT if I hadn't thought so. However, after seeing MSTR's commercials during the Superbowl, and after seeing ads by SGNT's competitors all over the industry magazines (especially those annoying websidestory ads), I think that the company can do much more. Does anybody remember a Sagent ad in Wired? How about an interview with Gardner or a company spotlight in Upside? What about 5 minutes on CNBC? I don't (and it's maybe my fault). The company came out with great results for Q4 and for 1999. However, nobody knows it. The most exposure that we got was on Radio wall street with the CFO. Get the picture?

I invested in MSTR about one year ago, just because of its rapid growth. At the time I considered this as a risky investment (I wish I invested much more). I was surprised later to find that the company was not only able to maintain its rapid growth, but knew how to sell its story in all the right channels. This is just something for Gardner to think about.

By the way - Thanks for summarizing the main numbers from the BI industry. I also think that the future is very promising, and would not be surprised to see SGNT much more than double its current price by the end of the year.

Good luck to all.
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