excellent url, there are other excellent competitors beyond Andromedia, just invisible as they are not in the official VC orbits.
bvsn is a competitor in the 'big system' vs 'small specialty product' comparison, on the other hand netp could be integrated into bvsn...but imho, very unlikely as once the implementation cycle starts, i think there would be too much value to stay with bvsn for firms that must take the 'big system' approach
please keep company viability and stock price separate in your mind
there is so much of a premium here, imho that the two can diverge
bvsn will tank in the next 45 days, imho, and i reserve my right to be wrong :))), when they realize that erp firms will not pony up the $$$ like they did at one time for SAP ORACLE Baan
when bvsn tanks, netp may be influenced :)))
if lpgl tanks, or when they do, they may sell some netp, maybe, but then again maybe not :)))
either way watch the patterns, and again good post
good luck
ynot ;) |
