SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Software.com, Inc. (SWCM)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rupert who wrote (65)9/15/1999 10:22:00 AM
From: Mark Oliver   of 142
 
Appreciate your opinions. They have a good foundation. I think it becomes a question of whether the market is willing to take notice. I've been recently very pleased by a Phone.com investment. Here, the market has put a big valuation on their desire not to miss the future.

Software.com is more of a stealth play. Unfortunately, this means a lot of the silly money will not by vying for the shares. I think the whole market for SMS based mail services is going to be huge. I think you've hit the nail on the head with all your views.

I don't currently own shares, but looking for a chance. Hope this one doesn't get away while I think about it.

Do you have a feeling for the interworkings of these Personal Information Managemeent, PIM, systems like PHCM will be selling with their micro-browser? Will this influence the type of mail providers used? Can it hurt or help Software.com in some way? Do they have any relations with the Palm platform?

Regards,

Mark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext