SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Sagent Technology, Inc. (SGNT)
SGNT 21.760.0%Aug 30 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bob zagorin who wrote (213)2/6/2001 9:19:31 AM
From: Carl R.   of 220
 
It probably won't get hurt too badly today. No one really expected them to make estimates. They now have 3 consecutive misses. Of more concern to me is the fact that they omitted the balance sheet from the release so as to conceal their precarious financial position. Based on Tom's system, though, now would be a good time to buy SGNT. They just issued a major new release, so they should have much better sales going forwards than they had in the past.

I do note that they seem to be focusing more on competing with BRIO/COGN/EPNY in the analytical aplication space in the future. A year ago they were primarily competing with INFA in the ETL space. Then they seemed to change focus more towards real-time analytics for internet data, more or less competing with EPNY/BBSW/ACRU/NETP. Since Barnes comes from the BI/OLAP area, I suppose that isn't surprising.

Carl
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext