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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (17001)5/7/2003 2:10:41 PM
From: Bob Rudd  Read Replies (2) of 78524
 
Wallace: MSFT recently bought Placeware, a small web conferencing player, but they are more positioned against WEBX than PLCM...unless one surmises that web conferencing will make dedicated Video conferencing hardware [Think rooms with special screens, dedicated lines, etc] obsolete. Is that what Raymond James is saying?
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