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Technology Stocks : Cognos Inc. - COGN -- Ignore unavailable to you. Want to Upgrade?

To: JimieA who wrote (832)	6/10/1999 10:35:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 1109

I'm with you. I dumped my BRYO this morning while I wait for the market to "settle". Obviously SEG has deep pockets. Obviously they are not among the top 3 in this market, which I believe are BOBJ, COGN, and BRYO/SQRIBE. I doubt that this will help SEG in Fortune 500 companies, but it may help them in smaller companies, especially ones where 50 seats is enough. Are there 1.5 million companies out there that could use this? There have to be a lot of companies out there that will never need more than 50 seats, and thus the only hope SEG has for revenue from these companies will be upgrades and consulting. But how much will someone pay to upgrade something they got for free? I don't think this will help SEG, but it will hurt the market for everyone else. Carl