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Technology Stocks : SPYG in the mid-teens
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To: John A. Urbelis who wrote (54)10/4/1996 7:30:00 PM
From: Allen L. Axelson   of 219
 
John,

It is my understanding that as the internet continues to migrate into
more things (like TV's), software like "surfwatch" will become more
pervasive. Please, someone out there correct me if you think I am
wrong, but as I understand it - SPYG has signed several agreements
to provide "surfwatch" to WebTV makers.

I think that one of the biggest things going for SPYG is their
relationship with MSFT. It appears to be a friendly one. As I see
it, if you have a product that is welcomed into the computer world,
MSFT will take about 9-14 months to start to put you out of business
by providing a product good enough and cheap enough. It appears that
MSFT is going after NSCP with all barrels blazing. The latest
agreement between ATT and MSFT will put a big hole in NSCP. SPYG
is in a slightly different world than NSCP. SPYG is the provider
of the core software for browsers and the license manager of Mosaic.

As I stated, SPYG and MSFT appear to work together. I think as long
as that is the situation, SPYG will do well. But if that relationship
changes -- well just look at what happened to FTPS, NETM, NOVL, ....

SPYG is very small - small enough to be bought by MSFT without MSFT
losing stride.

I like SPYG - bought some on IPO day -- sold it and rebought it a
couple of times. Right now it looks like it is going sideways - so
I have put some $$ on the side to buy more if the stock drops and
am holding some long if the stock runs up.

al
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