Sagent Technology, Inc. (SGNT) Message Board

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Technology Stocks : Sagent Technology, Inc. (SGNT)

SGNT 21.76

0.0%

Aug 30 5:00 PM EST

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To: Boaz who wrote (135)	4/6/2000 11:26:00 PM
From: MGV	Read Replies (1) of 220

"However, we must remember that comparative valuation is risky and very much depends on the amount of interest and hype that the BI sector is able to generate." This was almost a prescient statement. MSTR followed and then, of course, the Barron's article with the list of funds-challenged companies, then the crash of this week. The enthusiasm for BI has waned but, with more good earnings in the industry, such as those reported by Cognos this evening, sentiment will improve again. I really would like to see SGNT report revenues of $19 M or more for the quarter with at least modest improvement in operating margins. If it does, it will begin to command a higher relative multiple than some of the peers in its space.

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