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Technology Stocks : Sterling Commerce (SE)

SE 142.31

-8.3%

3:59 PM EST

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To: Panita who wrote ()	2/6/1999 6:09:00 PM
From: kendall harmon	Read Replies (3) of 341

Spinning a story (response to Bloomberg) Interesting, is it not, that there are three analysts mentioned but all their comments are negative. Prudential reiterated their strong buy and after further study I note that Interstate/Johnson Lane did as well. One could rewrite the Bloomberg piece, noting that software is still only 1/3 of SE's overall business and that the rate of increase will slow but not the increase and the whole saga would have a different "feel." Positive stories somehow become more positive and negative more negative in the information age. This creates opportunities. SE is one.

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