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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: Turs who wrote (245)	3/5/1999 4:47:00 PM
From: Bob Howarth	Read Replies (2) of 341

Thanks for explaining this to folks like me. I think the MSFT thing is the dumbest thing I have ever seen. In the next 12 months companies that want to deploy for B2B will have to select software that they know works. Nobody is going to delay waiting for MSFT code to become stable. This is absolute insanity, thinking that what MSFT just announced has a negative real world impact on GENTRAN. I hold Blow personally responsible for the complete incompetence he has so clearly shown in not educating the analyst community in what the real world of B2B is like. He should have issued a statement of strategy today or way before that clearly stated all of this. I can't understand how someone like Blow ends up as CEO of such a company as SE. What a mystery.

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