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Strategies & Market Trends : The New Economy and its Winners

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To: DELT1970 who wrote (15067)	11/26/2002 12:38:37 PM
From: Lizzie Tudor	Read Replies (1) of 57684

yeah, another content player along with dctm, iwov etc. Smaller of course- I don't think CM is any hotter than any other space right now in software (in fact I believe pdm is the best place to be, or design software things like that)... but small software companies did really well yesterday so its probably an extension of that. Generally speaking though, I always liked CM as a space. Its fragmented like warehousing and that means some challenges but this is a new area you have to have for web selling which is continuing to be robust. So I'd probably be a buyer of stel (except that I bought a ton of stuff yesterday) L

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