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Technology Stocks : Sterling Commerce (SE)
SE 139.99-2.4%3:59 PM EST
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To: Marty who wrote (31)8/6/1998 9:05:00 AM
From: Ramsey Su  Read Replies (1) of 341
 
Marty,

the only thing that I can find is HWP saying something about e-commerce. May be the street thinks that HWP will be too big a competitor?

As for earnings, SE and SSW had not missed earnings for as long as I remember, certainly not after SSW spun off SE. SE also got somehow lumped together with the internet stocks there for a while. May be the momentum players are just leaving and not enough buyers are supporting their exit.

Still puzzled about yesterday's move. The price tells me it is a buy opportunity but SE, for all practical purposes, is uncovered by the street nor the media.

Ramsey
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