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To: HandsOn who wrote (17764)	4/19/2000 3:11:00 PM
From: Norm Demers	Respond to of 118717

From yahoo's SGNT chat thread: messages.yahoo.com and realize the sell off is not warranted at all:2HRS2GO: Sagent falls in MicroStrategy-like proportions By Sergio G. Non 22GO ZDII Prosecution Exhibit#59221 in Cardiologists vs. Enterprise Software Cos.: Sagent Technology (Nasdaq: SGNT). Businesses use Sagent's products to analyze customer data. Like other companies in the various and related fields of data analysis, mining and warehousing, Sagent's software usually sells through large contracts, often in the millions. The nature of enterprise software lends itself to large corporations -- Remember the "I used to be a Big Guy" advertisement from Oracle (Nasdaq: ORCL)? -- but that also means if you miss one or two deals, your quarter could be in the tank. Because corporations typically don't sign deals until close to the end of a quarter, business software vendors are always walking a taut wire when it comes to meeting Wall Street's expectations. Sometimes, they'll blow out the numbers, but you're going to have those quarters when a couple of deals are delayed. It happened to Oracle last fall, it sort of happened to Sagent in this quarter and every time it happens investors get heart attacks and accuse management of incompetence. Sagent's stock is down 61 percent this afternoon. ze the sell off is not warranted at all: