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Technology Stocks : Software.com, Inc. (SWCM)

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To: Rusty Johnson who wrote (43)8/19/1999 12:58:00 PM
From: Mark Oliver  Read Replies (1) of 142
 
Rusty, I find it very interesting to see them providing the software for Excite. Makes me wonder several things. Who provides for the other big portals and as all the portals, now becoming hubs, develop services, have they all established their e-mail selections, or will this be open to further new accounts for swcm?

Also, Excite has a new project called myTalk which allows people to call into a multi-function service (mostly messaging) and access information by Interactive Voice Response. Again, I see Yahoo and Netscape developing IVR based mail functions. Wonder how, if at all this could affect swcm?

And then you have to ask where is the greatest growth? Will it be in major portal deals like this or in businesses that want to manage their own services?

I find Verio an interesting company. I wonder what they are doing? Is it safe to say all these companies are satisfied using their legacy software? They must have many home grown systems.

Regards,

Mark
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