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Technology Stocks : The Application Service Provider (ASP) -- Ignore unavailable to you. Want to Upgrade?

To: G.F. who wrote (43)	8/12/1999 8:25:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 87

I'm curious about something. Those of you who are disappointed in the big drop from the highs of many ASPs, did you notice the market caps of ths ASPs compared to the market caps of the software companies whose products the ASPs are distributing? The ASP caps were WAY out of line. They've got no proprietary technology save the one company that distributes its own proprietary software. They've got no barrier to entry. And what do you folks think of the threat that Intel poses to all these small, upstart ASPs? --Mike Buckley