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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: Thomas DeGagne who wrote (203)1/31/2001 10:29:58 PM
From: Carl R.  Read Replies (1) of 220
 
I'm still holding BRIO, and in fact added a bit more today at 12 11/16. I was extremely impressed with the conference call "Meet the CEO" yesterday. Brennen is making a lot of changes at BRIO at an extremely fast pace, and if they don't stumble in the process BRIO will be really rocking by the second half of the year.

On the other hand I finally took some profits on SGNT today, selling half my position at 4 1/4, so you got me on that one. I don't trust management at all, and with the delay in the reporting of earnings I'm not sure I want to go into earnings with a huge position.

Carl
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