The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lizzie Tudor who wrote (10965)	4/1/2002 3:45:44 PM
From: MGV	Read Replies (1) of 57684

"I see iwov as an enterprise play and connected to classic b2b web selling. Not necessarily marketplaces." IWOV sells into the enterprise so depending on how you mean it, it can be called an "enterprise play." From what I understand, it sells to the enterprise at the departmental level as opposed to the enterprise wide level. The difference is a matter of scale and scalability of their solution. The bottom line is that their target segements are more in line with MSFT's and STEL's than DCTM or VIGN, as it was explained to me. I don't own IWOV and have no financial interest in it. It appears to have a solid enough balance sheet and it may be a buy in the $4s. I'm just passing on the marketplace dynamics for it as I understand it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next