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Technology Stocks : CNQR - Concur Technologies

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To: Geoff Altman who wrote (176)12/20/1999 4:36:00 AM
From: Lane Hall-Witt   of 374
 
I agree that the middle- and small-market companies are an extremely promising segment for B2B and that CNQR is very well positioned for that business. The eWorkplace ASP and eWorkplace.com products directly target these markets. I think it's worth noting that the original eWorkplace is aimed at the Fortune 2000 market, so CNQR hasn't simply ceded the larger market to ARBA and CMRC (and, more importantly, to the likes of ORCL, SAP, PSFT, etc.).

CNQR's existing client list shows how successful CNQR has been in getting into big companies with prior versions of eWorkplace. I continue to believe we're one or two big eProcurement clients and a good earnings report away from some significant, sustainable appreciation with this stock.

concur.com
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