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Technology Stocks : Sterling Commerce (SE)
SE 141.35-8.9%2:23 PM EST

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To: Mao II who wrote (125)2/5/1999 1:27:00 PM
From: Bob Howarth  Read Replies (2) of 341
 
CEO must answer stuff about software revenues. Apparently the analysts that downgraded claim it is crucial that in last quarter or two software revenues have fell short of expected increases. If you listen to CC you really don't see this issue anywhere near as focused on in such a negative manner. This whole thing was a real ambush to me I must admit. My question is that if all of this bad stuff is true how come they keep making so much money and increase profits at more than 30% a year? I hope I can catch CEO on CNBC but I have things I have to do.

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