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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: kathyh who wrote (57067)9/3/1999 1:12:00 PM
From: QuietWon  Read Replies (1) | Respond to of 90042
 
kathyh, that NOVL buyout rumor is entirely possible - IBM could use the server and integrated services approach NOVL has taken -- the layer 4 / 5 tech mgmt should greatly enhance NOVL's revenue over time



To: kathyh who wrote (57067)9/3/1999 1:16:00 PM
From: QuietWon  Respond to of 90042
 
If you're holding SSNC, be careful - no signs of improvement this qtr and last qtr of the year I doubt insurance co's will purchase their system - also, there's a new entrant into their market - a consulting firm with insurance expertise. With # of insurers consolidating, seems to me growth rate doubly-dampened


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