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: Thomas DeGagne who wrote (197)	1/19/2001 6:18:15 PM
From: MGV	Read Replies (2) of 220

FWIW My guess is that the price is lower after financials are reported. Reasons - Reports of other software companies affected by IT spending issues suggest upside is unlikely. Some of the optimism in my case relates to sales hires. It is unlikely they have had enough time to make a real impact yet. The MSFT deal catalyzed an effect on price disproportionate to its impact on the income statement. For the fun of it, I'd estimate a better than 50% chance this will go back to $3 and at least a 25% chance it goes back to 2 1/2. I like what is happening. I will be interested to see what if any impact the CMRC OEM relationship will have on SGNT in light of CMRC's strong Q.

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