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Strategies & Market Trends : The Good-The Bad and The Ugly

MAGS 66.23

+0.1%

Dec 15 4:00 PM EST

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To: Tim Luke who wrote (1502)	9/2/2000 2:30:17 AM
From: Tim Luke	Read Replies (1) of 8686

good post from raging bull: ; ; ;In at 45 1/4 I believe SAPE at these levels to be a buying opportunity. Viant's warnings are based upon their own shortfalls: "the shifting market environment has created a need for an increased sales and marketing function" They focused too much on the wrong kinds of dot com companies, and didn't market themselves to more diverse business models. Sapient has a much larger customer base, and has established itself as a unique company worthy of the S&P500. Reputation means alot in this business. Razorfish has been tainted by IAM.com's complaints about doing a poor job. Meanwhile, SAPE is moving forward a step ahead of others by making a recent aquisition in the broadband space. This reflects their pioneering vision for the future. Besides, internet consulting and web development are being outsourced more and more. It's just more cost-effective and efficient to work with the professionals. Even Oracle and HP are handing over their own web development to other consulting companies. It also doesn't hurt to know that a lot of S&P index funds own this stock, and they'll be averaging down and supporting SAPE during this time of exaggerated market reaction to the sector. Believe me, the funds will be looking into fundamentals more than the individual investor can, and they will be the first to know that SAPE has been and will continue to be a better investment than VIAN, SCNT, or RAZF. Look at the B2B sector. Look at how ARBA compares to the rest of the pack now. I don't think it's going to be straight up from here, it may take some time for the sentiment to change, but there's definitely some great potential in price action here for SAPE.

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