Sterling Commerce (SE) Message Board

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Technology Stocks : Sterling Commerce (SE)

SE 142.86

-7.9%

12:37 PM EST

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To: Sawtooth who wrote (120)	2/5/1999 12:37:00 PM
From: Bob Howarth	of 341

SE clearly stated that in current quarter software revenues would bounce back. Anyone who knows anything about the B2B software market knows that there is absolutely no evidence that there is any downward trend in demand, that demand is increasing, and that SE is a leader. 21 analysts is just too many for a company like SE. No matter what there are a couple of brain dead ones that know nothing of the industry so they are unable to understand the underlying fluctuations in the business. If I were SE I would continue to maximize profit quarter by quarter in as flexible a way as possible. If there is a larger demand for services in a quarter, grab it and make the money as you are build more customers for software in the future. I think SE management might have to do a better job presenting a business model that even a second grader might be able to understand. Maybe look at how IBM is able to leverage their service revenue as an independent recurrent source of profit more clearly. Two quarters in a row of this incredible ignorance is almost too much for any investor to take.

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