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Technology Stocks : FirstWave Technologies (FSTW)

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To: TEDennis who wrote (7207)12/20/2002 1:55:20 PM
From: Oeconomicus  Read Replies (2) of 9677
 
TED, this ACCPAC news just reinforces the views you posted recently about how CRM is moving toward being fully integrated with back office systems like accounting, ERP and SCM. At the very least, out-of-the-box integration with popular accounting software seems critical for the middle market and small business segments. MSFT has Great Plains (incl. Navision and Solomon as well), Oracle has assorted financial and other apps for large and smaller businesses, ACCPAC has ACCPAC and, presumably, other CA products. FSTW has... um...

BTW, SEBL needs to merge, don't you think? No, yahoos, not with FSTW. LOL.

Hey, if CA's MO has been to buy small competitors to get their installed base, do you expect ACCPAC to do the same thing and what are the implications for FSTW? They certainly aren't a target candidate (little installed base). But FSTW has said it's plan is to grow through acquisitions. If ACCPAC is shopping in the same market, FSTW's going to have a tough time striking any good deals. JMO, of course.

Bob
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