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Technology Stocks : Software.com, Inc. (SWCM)
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To: Rupert who wrote (58)9/4/1999 11:53:00 AM
From: Rupert  Read Replies (1) of 142
 
Disappointed that SWCM fell this week and stayed down despite Friday's rockin' Nasdaq action. Nevertheless I'm pretty confident that we'll be able to take out that high with some more contract wins. Folks just need a bit of extra convincing that's all. I drive past the SWCM buildings in Santa Barbara four times a week on my way to outrigger canoeing practice, so I am keeping an eye on 'em ;). I was interested to see that Cox Cable is finally bringing the @Home (ATHM) Internet-over-cable service to the Santa Barbara area. When you sign up you automatically get three 3 e-mail accounts. @Home is a SWCM customer, so SWCM makes money on each of those e-mail accounts. I think it works like this: A customer like @Home buys a big block of e-mail accounts from SWCM, say 1 million, on a per account basis (with service and support being added to that). Once the customer has used up those 1 million accounts they come back for more. I like the fact that SWCM has already licensed 47 million e-mail accounts in this way (see www.software.com). So this is a pure play on the growth of e-mail and messaging. Anyone care to bet that the number of e-mail accounts is going to decline?

(I own SWCM at $23, purchased in the first 20 minutes after they went public).

Good luck
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