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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Trader Dave who wrote (263)	9/20/2000 3:57:13 PM
From: Wizard	of 499

By the way, what is your interpretation of how BVSN's architecture is more of a disadvantage in its market than Siebel's in its market? They were both built in C++, before java really got going. Hasn't hurt either one thus far and its unlikely to show up in numbers this quarter. My belief is that their is plenty of vertical expertise that is needed around any open platform and that both players have significant revenue opportunities - its just up to quarterly sales execution and listening to their customers. The architecture stuff is an important issue but if they listen to their ecosystems, they should figure that out...

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