Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ASDV- Aspect Development-THE NEXT MSFT! -- Ignore unavailable to you. Want to Upgrade?

To: Golfinginthesun who wrote (366)	11/17/1999 9:17:00 PM
From: leigh aulper	Respond to of 414

Well, if i had the link before I posted it, I would consider it. But I get the news directly, before Yahoo gets it so i post it then. I figure that smart guys like you could provide the analysis. btw, have you sold Zitel yet?

To: Golfinginthesun who wrote (366)	11/18/1999 8:57:00 AM
From: leigh aulper	Respond to of 414

For all the details open an account at RS Robertson Stephens Reiterates Buy Rating on ASDV SAN FRANCISCO--(BUSINESS WIRE)--Nov. 18, 1999--Robertson Stephens Internet eBusiness and Web applications analyst Kash G. Rangan today reiterated his Buy rating on Aspect Development (NASDAQ:ASDV). Aspect Development, headquartered in Mountain View, Calif., is a software, data-content and services company, providing component and supplier-management solutions to manufacturers and MRO catalogs for B2B procurement in manufacturing and services industries. "We are reiterating our Buy rating on Aspect Development," said Rangan. "Based on recent conversations with company management, we believe InfiniteSupply.com is tracking ahead of expectations for fourth quarter 1999. InfiniteSupply.com is an important part of Aspect's eMarkets segment, complementing its core segments - CSM (Component Supplier Management) and MRO (Maintenance, Repair and Operations)." "In addition, Aspect recently announced the formation of Manufacturing.net, an eCommerce portal targeted at the MRO buyers, through a 50/50 joint venture with Cahners Business Information," said Rangan. "We believe this strategy combines the content and community strengths of the partners to facilitate eCommerce, somewhat similar to VerticalNet's positioning in the B2B eCommerce space." "We continue to like the Aspect story, management team and potential B2B infrastructure play," said Rangan. "Aspect's eMarkets is positioned as the content portal for eCommerce and represents a significant and incremental long-term-market opportunity, perhaps as important as the core business itself, in our opinion. Finally, although early, we believe business is tracking for fourth quarter 1999." Clients interested in receiving more information should contact their salesperson at (415) 781-9700.