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 : USinternetworking , USIX
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Big Al who wrote (286)11/5/1999 9:51:00 PM
From: Rupert  Read Replies (1) of 605
 
RE: Other ASP players

A lot of companies are calling themselves ASPs because basically any service delivered over the web could be considered ASP, from free e-mail to sites where you can store photos. I'm focussing on business-to-business ASP of the sort of core business applications that customers will be prepared to spend a lot of money on, like the Enterprise Resource Planning (ERP) apps that USIX specializes in. The number of ASP pure plays meeting this description is small, with USIX being the first mover.

My other big ASP holding is QWST. They have signed some highly forward looking agreements with software companies like SAP and business computing companies like HP to host applications and services from the network of Cybercenters they are building. Of course, QWST isn't a ASP pure play. Actually, via it's merger with USWest, QWST has a small interest in USIX I believe.

Last week I purchased stock in ResourcePhoenix.com (RPCX) a recent IPO still currently in quiet period. They are offering ASP of accounting and customer relationship solutions to the financial services industry and seem to have had some success in this area already.

Then you get your general web hosting and co-location companies like EXDS and NAVI (I own EXDS), but these aren't strictly ASPs because they don't specialize in any particular service offering.

As for stocks that reflect the plumbing used by ASPs, start at CSCO and work down from there!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News