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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (9092)	10/9/2001 1:49:01 PM
From: Lizzie Tudor	Read Replies (2) of 57684

yeah - Bill I'm not sure where you are with software these days. Of course I could always look at your profile but I'm on netzero right now and I'm afraid they will deluge me with popup ads everytime I touch a link!! (my dsl is out) Anyway I would suggest you consider dropping bvsn as a long term software and replacing it with vign, which is a stronger player mostly because of their purchase of ondisplay in 99 (I think). onds is serving the "content" needs that software customers have to build online storefronts etc. This is also what interwoven does well - But vign has the whole package there, not best of breed but its complete. All those guys atg, bvsn vign are killing each other for business - I'd rather be in iwov than any of them, fwiw. BTW whats wrong with Sonus? Its not participating in the comm rally, doesn't look good. Lizzie

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