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Technology Stocks : FirstWave Technologies (FSTW)

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To: TEDennis who wrote (4503)2/28/2002 10:47:54 AM
From: Oeconomicus  Read Replies (1) of 9677
 
OT:)

Great Plains gave MSFT a high middle-market accounting solution and a whole bunch of resellers/integrators (and their customers). They also bought GP's most direct (but lower priced) competitor in Solomon. It would make sense to integrate CRM with some of the accounting functionality and perhaps they've done that. Perhaps their intention was to morph GP into a serious enterprise solution package by rolling in all the other pieces from elsewhere in MSFT. It seems to me that this would be a bigger problem for the bigger enterprise software players (with more expensive solutions) than the small ones as it enables MSFT to go up-market more so than down. Besides, I doubt most buyers of Mid-priced CRM solutions are looking to replace their other systems at the same time and even those who are might be looking at less expensive accounting than GP.

This does raise the question of what ever happened to the Sage alliance, though. Sage owns Acuity (sp?), MAS90 and Peachtree (and others, too, I think) on the accounting side, and I see they now own ACT! and SalesLogix in the CRM space.

So, where does that leave us? Without a date for the ball?

Bob

PS: I don't want this to be completely OT, so here's a mongo grub - Message 17126713
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