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Technology Stocks : STARBASE (SBAS)- InfoWorld Hot Product Review -- Ignore unavailable to you. Want to Upgrade?

To: SIer formerly known as Joe B. who wrote (1120)	2/21/2000 1:19:00 PM
From: E. Davies	Respond to of 1502

IMO you are out of mind. When the market corrects stocks that are up over 1000% in the last 4 months like SBAS will get creamed Goes to show how insane this market has gotten when a stock like SBAS can be labled "fundamentally stronger". The scary thing is that its true- it is stronger than a lot of other hot stocks out there! They have real products, real sales, and real growth. Of course the valuation relative to those sales is pretty huge. I'm not certain a market correction is going to take the more typical form where all stocks sell at once. A lot of the market has been correcting already. Dow is way down and Nasdaq is really being propped up mostly by INTC and CSCO. When those fall the money might simply rotate somewhere else. There are a few remaining hot fields- mostly smaller stocks with good growth potential. I'm uncertain how hard they will be hit with the bigger names since in general they don't tend to track "the market". If the market ever returns to caring about boring stuff like present value of future earnings stocks like SBAS will be in for a very rough ride. But I don't see it happening anytime soon. Eric

To: SIer formerly known as Joe B. who wrote (1120)	2/21/2000 8:24:00 PM
From: David in Ontario	Read Replies (1) \| Respond to of 1502

Alas we both speculate on what may occur over the ensuing months. To be sure SBAS has a solid foundation and a very good revenue stream that continues to grow - the quarterlies show that well enough. The B2B sector is gaining in strength, SBAS's product line is ahead of the competition in technological development, and the company continues to add key personnel. It's one thing to have a great product - but it must also be marketed/advertised well and people must know it exists - otherwise it may not get very far at all. On a minor point StarBase has full page ads in some of the software developer journals, for example Visual Basic Programmer's Journal, November 1999, p.79 (sitting beside me). If the NASDAQ corrects - so what - I'll review my position again in a few months. If you are so confident of your position - dump all of your SBAS and other tech stocks - sit back and wait for the correction that you are so confident will happen - with the correction occurring across the board I presume. I don't try to time the market. If anyone could do that successfully then Bill Gates's gross worth (on paper) would seem like chump change. No - I'll just sit back and add on weakness. I look at what the market is paying for IWOV - I look at SBAS - I'll wait for a few months and see how it goes. Good luck. David :)