Help Desk Software Niche (RMDY, INFR, SWRT) Message Board

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Technology Stocks : Help Desk Software Niche (RMDY, INFR, SWRT)

VNTV 77.60

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Jan 12 4:00 PM EST

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To: Mike Buckley who wrote (74)	6/26/1997 9:49:00 AM
From: Shege Dambanza	of 135

Terms like 'best' and 'easiest' are subjective. In my opinion no company has a clear technological differentiator. Though the marketing types would have you believe otherwise. Regarding marketing focus: it's marketing AND technology. Enterprise customers will want front-office applications, and will want to integrate them. The more one vendor can provide, the greater the revenue potential for that vendor. You site Siebel and Remedy--you are no doubt aware that both companies have been forced by market pressure to broaden their product offerings. A 'pure-play' participant such as SWRT must either get very good at its narrow focus, or increase the functionality/integration of its products. I don't see it doing either.

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