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To: sand wedge who wrote (8202)	4/16/1999 7:34:00 AM
From: Thean	Respond to of 14427

Sand, My take on the enterprise stocks are: 1. They are currently on a technical rebound 2. Save the leaders (SEBL and MERQ in particular) with little or no y2k slowdown, the rest will be stagnant until at least after the summer. 3. The minimum requirement for them to not slide further is to beat earning this quarter. 4. I would sell call if going to hold longer than a month. Their call premiums are very rich. Similarly, I would rather sell put than buying the stock if I one to go long. 5. I think the front-office vs back-office stuff makes a lot of sense. But the street will not figure that out for some time. I would sell SEBL if it pops over $40 after the earning. In this environment, a post-earning pop is a reason to sell into strength because another three months wait is just too fuzzy to many. MERQ posted better than 2 cents after market yesterday. I would watch it to get a picture of how SEBL will react after it post next Tuesday. I assume SEBL will beat by 2 cents as well.