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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Clayleas who wrote (18229)	3/8/1999 2:27:00 PM
From: Rick McDougall	Respond to of 122087

Managed to get 500 shares @ $9.3125.

To: Clayleas who wrote (18229)	3/8/1999 2:27:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 122087

What the heck is with SEVL - been on phone for past while and up $4 1/2 now. Sounds different from PRFM tho. PRFM want to smell scents etc and how much can you buy anyway. How does SEVL get paid? My guess is SEVL, like ENMD, made a name for itself way back around the same time as GMGC, XYBR, and CFON. Any thoughts?

To: Clayleas who wrote (18229)	3/8/1999 2:31:00 PM
From: AD	Read Replies (1) \| Respond to of 122087

SEVL, CNBC's repetitive mention is emboldening speculators looking to play the day's hot stock, and tomorrow's gapper. I'm not betting on rationality until at least tomorrow. But then who knows, maybe some big traders won't risk an overnite hold... could gap down just as easily.

To: Clayleas who wrote (18229)	3/8/1999 2:37:00 PM
From: ACS_101	Read Replies (1) \| Respond to of 122087

SEVL -- I wonder how many of the retail "shareholders" of SEVL today have actually even gone to their website. If they did, I doubt they'd be so optimistic as today's valuation suggests. I'm trying to give SEVL the benefit of the doubt and see if I can understand the product model here -- but I'm coming up empty. The demo training scripts look like Powerpoint decks that stream to your browser. Their "animation" technology is little cartoon characters very similar to the ones people HATED in Windows '95 (remember Clipit, Einstein, etc.) ? We'll they're back. In training, content is everything. When someone is motivated enough to pay for training, sliding headlines and little cartoons become irritating very, very quickly. There's nothing on the site suggesting innovation in how providers can turn content into a streaming format better, faster, etc. You can get better information faster from the computer bookshelf at your favorite chain bookstore than these demos. On their main page, there's a banner ad for Bloomberg Media Center -- if you click on it, you go to a page that says "Bloomberg.com -- You've reached a page that doesn't exist." The latest item on their "News" link is the Business Week piece titled "7th Street Eyes Easy Street". (quoted on this thread here today), where a "New York money manager, who has nearly 5% of the shares" says it could "almost triple" from "nearly 3". (I am not making this up!!!!!) The article, curiously, is dated March 15, 1999. Conclusion: it is very, very unimpressive, just my opinion, of course. Alan