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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (18021)	8/28/2003 12:55:49 PM
From: Lizzie Tudor	Read Replies (2) of 57684

what is SWBDs business model though, licensing from Google? iow, they don't get revenue from every search, so not as good as the portals? I was replying to a poster on the amat thread about this netmeeting area. It kindof snuck up on me but when I thought about it, I spend at least 2 hours a day on netmeeting software of some kind now, every day. The net is too slow (WAY too slow) to support this kind of usage but we are pushing the envelope anyway because these offshoring initiatives are forcing massive globalization immediately. 9:27AM WebEx highlighted as top pick at Pacific Growth (WEBX) 19.05: Pacific Growth is highlighting WebEx as firm's top pick within its telecom universe. In firm's opinion there is currently a significant disconnect between the actual strong fundamentals at WEBX and investors' interpretation of these fundamentals; believes that shares are poised for significant appreciation.

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