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Technology Stocks : For Hedge Fund Analysts and Managers
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To: Beltropolis Boy who wrote (101)6/27/2000 2:56:00 PM
From: Wizard  Read Replies (1) of 499
 
I think the application server market is going to get tough. BEA has a great product in WebLogic and they are probably the winner in the space. BEA is the only long-term holding in that space, in my opinion. Microsoft and others are going to make the low-end very tough on companies like ALLR in the long-run.

The application software market is going to have numerous winners because this is a very big market. Art sells its Dynamo app server with personalization and ecommerce attached. It bundles Interwoven for content management. Art doesn't make its money on the app server though - it sells this piece bundled for cheap which combined with its pure java architecture makes it a pretty compelling offering. Life is good for ARTG.

Broadvision is a major powerhouse though. Its got thousands of bodies trained on it and its still THE force in this segment.

Q2 saw a big correction in this group but this was just a great buying opportunity. The inevitible B2C blow-ups provided a good reason to trade these things from 40x to 15x revenues. Nevertheless, every corporation in the country is slowly but surely beginning to understand the power of the internet and they are all buying the exact same thing: linked e-business applications.

buy, buy, buy
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