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

To: Marty who wrote (31)	8/5/1998 11:44:00 PM
From: Rob1947	Respond to of 341

Like you guys..I'm suffering from today's decline. SE due out with earnings tomorrow..either somebody (ies) know or think they know of a bad report....then too, midcap and smaller stocks are being dumped furiously in this market..people are raising cash on the backs of midcap stocks. But..SE is run by same people running SSW..they are impeccable managers with excellent records. You won't be alone if SE goes down for it's worth.

To: Marty who wrote (31)	8/6/1998 9:05:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 341

Marty, the only thing that I can find is HWP saying something about e-commerce. May be the street thinks that HWP will be too big a competitor? As for earnings, SE and SSW had not missed earnings for as long as I remember, certainly not after SSW spun off SE. SE also got somehow lumped together with the internet stocks there for a while. May be the momentum players are just leaving and not enough buyers are supporting their exit. Still puzzled about yesterday's move. The price tells me it is a buy opportunity but SE, for all practical purposes, is uncovered by the street nor the media. Ramsey