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Technology Stocks : Sterling Commerce (SE) -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (322)	8/21/1999 1:20:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 341

If they ever get rid of Blow (the most .... CEO I have ever come across) and get someone really good, and Blow hasn't completely destroyed the company in the interim, SE may become a great buy as they are inside B2B with lots of current customers. I got creamed on this one in the first calendar quarter with an overnight set of downgrades after a CC and earnings disappointment, and others got creamed in most recent quarter when Blow finally owned up to making a bad acquisition for which I think he pocketed a 1 million dollar bonus at the time. There appears to be an incredible disparity in value though between the recent IPOs and SE, showing SE to be relatively cheap. Good luck if you buy.