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Technology Stocks : Sapient (SAPE) -- Ignore unavailable to you. Want to Upgrade?

To: Rick Bullotta who wrote (125)	2/10/1999 10:06:00 PM
From: KM	Respond to of 178

From a Street.com article about the Goldman tech conference: Hype and glory While Net companies have captured the headlines, money managers are in love with technology companies that are doing boring stuff like managing information. At Goldman's symposium smorgasbord, managers have been impressed with Sapient (SAPE:Nasdaq), an information technology consulting company for Fortune 1000 companies led by CEO Jerry Greenberg. "I love Jerry," says Nick Moore, a money manager at Jurika and Voyles. (Moore's firm has no position in Sapient.) Jeff Taylor of Taylor Capital Management also admires Greenbery, gushing that "He just is a really good manager, and he's in a fast-growing niche." (Taylor has no position in Sapient.) Sapient, which is on Goldman's recommended list, had 77%-plus year-over-year revenues in 1998, from $90 million to $160 million. Although it's a bit expensive, trading at 70 times this year's earnings estimates of $1.06 a share, money managers say good management is worth the premium. "It may not be worth that much, but after the annual February tech selloff, it will be worth getting into," says a third fan, a fund manager who sold his position in December and requested anonymity. Checkpoint Software (CHKPF:Nasdaq), a provider of network security software, is also involved in an interesting niche, say money managers. The company is generating a 40%-plus annual revenue growth rate and is trading at less than 20 times 1999 earnings of $1.94 a share. Its recent fourth quarter showed a strong demand for its Firewall products, used by companies to keep certain Web sites -- like porn sites -- away from employees. The Checkpoint's products protect a company's information assets, and the value of this service will only rise. Checkpoint was trading at 41 1/2, down 3/16 Wednesday. Maybe the best indication that attendees are interested in a stock is when all of the company's literature disappears by the end of the first day. Sapient's and Checkpoint Software's company booklets were long gone by Wednesday afternoon.

To: Rick Bullotta who wrote (125)	2/11/1999 9:37:00 AM
From: Mark Duper	Respond to of 178

Thread, i'm new to SAPE and I was wondering if someone could tell me SAPE main competitors. I did a peer listing and came up with these. Any comments would be appreciated, Sup. : 1. LHS Group Inc. 2. Sunquest Inform. Systems 3. Eicon Technology Corp 4. Honeywell Measurex Corp 5. MCI Systemhouse Napa/Branch 6. Sysorex Information Systems 7. Xerox Connect 8. Amherst Computer Products 9. CSC Consulting, Inc. 10. CVSI, Inc. 11. Federal Data Corp. 12. Global Training Network, Inc 13. GTE Data Services Incorporat 14. Kyrus Corporation 15. Marconi, Inc. / Reston Divis 16. MCMS, Inc. 17. Modus Media International, I 18. Sun Data, Inc. 19. ManTech Telecommunications a 20. Judge Group, Inc. 21. Bay State Computer Group 22. Computer Network Tech. 23. User Technology Associates, 24. Physician Computer Netwk. 25. Eclipsys Corporation 26. Metamor Technologies, Ltd. 27. ODS Networks, Inc. 28. Sapient Corporation 29. Clover Technologies, Inc. 30. Information Access Co. 31. Data Systems Network Corp 32. OAO Technology Solutions 33. 4Front Technologies, Inc. 34. HCIA Inc. 35. GTI Corp. 36. Sterling Software, Inc. / Sc 37. Volt Information Sciences, I