Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (7308)	11/16/1999 7:51:00 PM
From: The Phoenix	of 63513

BWEB... I read the website ... $1.5B market cap on $15M in revenues and negative earnings. The push technology they're bringing to market does serve a niche but I suspect that the niche is small and that the value add provided by Backweb is small. It also believe that more visible infrastructure issues are in front of most IT departments - deploying QoS and voice on the enterprise being two of the more visible ones. How do you like SMS? This is SMS but running in background....yes, with a couple of add-ons which are interesting but are not business critical and don't appear to be revenue generating. Anyway, you asked for my 2 cents.... I'm not impressed... albeit from a very quick cursory first look. Of course I'm most likely wrong and the stock will rocket to $200/share and the company will do $500M next year. <vbg> OG

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