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Technology Stocks : Help Desk Software Niche (RMDY, INFR, SWRT)
VNTV 77.60+2.6%Jan 12 3:00 PM EDT

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To: Mike Buckley who wrote (86)6/29/1997 5:40:00 PM
From: Ron Kory   of 135
 
I am already sorry I made that comment about RMDY. This industry is
so young and things are changing so quickly that it is silly to say
anyone is dominating. A good example of how things change is to
look at Aurum Software which is a smaller company than SEBL but which
was recently purchased by BAAN--a significantly larger company than
SEBL and presumably a company that will serve as stiffer competition
to SEBL. In addition, as I understand it, other companies are
starting to develop sales force automation software in an effort to offer one
stop shopping to potential clents. Will SEBL still be number one
in 2-3 years? Who knows?
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