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Technology Stocks : Active Software Inc (ASWX)

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To: daffy who wrote (99)	4/5/2000 7:07:00 PM
From: Wizard	Read Replies (1) of 105

I started buying it but slowly as the severity of the fall is pretty harsh. It might have to do with some potential competition from IBM and Sun. These companies are adding some integration solutions. The point here is that the amount of integration needed to make legacy erp/edi, b2b, b2c, crm, abc & xml all work together is massive. The Gartner Group called it the second biggest challenge behind Y2k and now that y2k thing is out of the way..... you get the picture. The nice part is that this stuff is very difficult and the barriers to entry are high. ASWX is very well-positioned. WEBM and VITR are also big beneficiaries. All have tons of business available so its really not about competition at this point, its about execution. Active launched its B2B server solution with 30 customers recently. B2B stocks have been under pressure lately but given their run-ups, that is to be expected. I am taking my time on building my position though as the slope to the chart is quite freightening.

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