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Technology Stocks : Sterling Commerce (SE)

SE 155.13

+3.4%

Nov 10 3:59 PM EST

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To: Bob Howarth who wrote (184)	2/26/1999 10:58:00 AM
From: Sawtooth	Read Replies (2) of 341

<<I am going to cancel my Value Line subscription because I rely on their reports to point out financial stuff about which I am too ignorant and they missed the boat on SE as far as I am concerned. They should in their software company analysis distinguish expensing from other since market treats it differently. SE should also detail this item so that investors can understand what SE thinks can be identified as an asset vs what SE thinks is an expense. I have not found any such break down.>> Just my 2 cents, Bob, and you'll probably get what you pay for but I think SE's external auditing firm would certainly insist that SE handle these items according to GAAP, with footnote disclosure on any exceptionally unusual items, or give them a qualified (or adverse) opinion. Basically, the call is to match expenses with associated revenues; if the expenses result in revenues to be recognized over several years, the expenses (generally) are, too. Consistent year-to-year treatment, also. Guess all I'm really saying is that I don't feel too uncomfortable with the way SE handled these items. JMO. regards.

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