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Technology Stocks : Spyglass
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To: chirodoc who wrote (1149)10/26/1999 11:53:00 AM
From: Lane Hall-Witt  Read Replies (1) of 1412
 
SPYG's business does not depend entirely on the success of the microbrowser (or any of its other products, for that matter). That's the good thing about the service side of SPYG's business: it serves as a hedge against the intense competition on the software side.

That said, SPYG has had a number of wins on the licensing side -- although many of these agreements are not yet generating much revenue because the non-PC market is still in its early stages of commercial development. The Xerox deal is an important exception, as this licensing deal alone generated 5 percent of SPYG's revenues last quarter. Additional licensing deals with Motorola, General Instrument, Inktomi, etc., all suggest that SPYG's client and server software both are commercially viable.

I didn't buy into this stock with hopes of a takeout in mind, but there's no doubt that SPYG should be an attractive acquisition target for many of the bigger players in the information-appliance space.
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