Sterling Commerce (SE) Message Board

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Technology Stocks : Sterling Commerce (SE)

SE 142.31

-8.3%

Nov 11 3:59 PM EST

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To: Sandy who wrote (128)	2/5/1999 2:03:00 PM
From: Bob Howarth	Read Replies (2) of 341

What an eye opener CNBC interview was. CEO is clearly a perfect guy to run a company really well but clearly needs to hire someone to handle the Wall Street interface. Example. Off the cuff comment about high PE for his stock right after he says they are for 12 straight quarters a 30% growth story. COKE is a high PE not SE. As for software sales, he goofed again by implying there was weakness but the CNBC commentator forced him to clarify his statement and he then said new products for this quarter should fix it. Like pulling teeth. SE CEO needs to fix this deficiency that he has. He does not seem to be able to answer these types of questions in a comprehensive fashion. He did clearly say, after much pulling of teeth by commentator, that things were actually great at SE. Golly.

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