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Technology Stocks : SANCHEZ (SCAI) -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Smith who wrote (128)	10/26/2000 3:12:57 PM
From: tuck	Respond to of 139

Charlie, Some thoughts: Message 14666971 Also, SONE has a large installed base. It has suffered along with all companies, but has two other problems SCAI doesn't. One is patent dispute with CORI. Utter silence for months on this front since first announced. Another specific to SONE is a shareholder class action lawsuit. It has also been munching steadily, and so is a bit unfocused as well as subject to continual insider selling. If the legal problems resolve in even slightly positive fashion and management decides to convert its marketing edges into profits, I would say SCAI and CORI are in for a tough fight. So far, SONE management has overpromised/underdelivered. But it is too soon to say that SCAI and CORI are eating its lunch, IMO. Haven't paid attention to Digital Insight or Financial Fusion recently. Cheers, Tuck