Theme: Sector news--especially the tech sector--from the analysts, fund managers, industry pundits and company executives is the focus. Expect timely, in-depth news for improving investment decisions.
Snapshot: "Communications Software: Automating Cyberspace" - Greg Vogel of Bank of America Securities on Silknet, Kana Communications, Egain, Mustang and more, plus Patrick Scannell, CFO of Silknet Software (SILK). Tim Fredel, Publisher/CEO of BioSpace.com talks about Gilead's HIV-drug failure in "View from Biospace."
Communications Software analyst Greg Vogel of Bank of America Securities will discuss what's driving tremendous revenue-growth for firms providing outsourced email and customer-communications services. Kana Communications, Egain, Silknet and privately held Brightware are hot topics in this group. Plus, Patrick Scannell, CFO of Silknet Software, which provides web-based customer-service solutions to companies like priceline.com and Sprint, will discuss SILK's outlook. Tim Fredel will provide a quick look at the FDA's rejection of Gilead's HIV drug this week in our regular "View from Biospace" segment to conclude the show.
Link: informedinvestors.com |