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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: johnsto1 who wrote (77598)	12/11/1999 5:47:00 AM
From: kfdkfd	Respond to of 90042

SBAS item from Yahoo board Stow interview by: bobufer 12/10/1999 11:50 pm EST Msg: 20258 of 20294 There was a transcript released today of a very interesting interview with Stow. He describes what SBAS does now and what their plans are for the future. The link is newsletters.com. The site requires registration, but offers a 30-day free trial. Highlights from the interview: "There's a traditional market that's referred to as software configuration management.... We don't consider that, however, to be the market for us in the future. The market we're concentrating on is e-business, which is a combination of software engineering and building e-commerce web sites.... In the Internet space we compete with Interwoven, that's really our only competition that we encounter at all.... If we compare ourselves to companies on the Internet side, like Interwoven, who designed their products for e-business, I'd say we're maybe six months ahead of them . . . The best thing that investors can do is compare us to companies who are comparable, who are working in the same area of e-business and then take a look at where we are in the development of the company and the growth of the company and I think investors will be able to see the opportunity for stock appreciation.... [SBAS] is amazingly undervalued right now.... We have contracts with other major software companies which are very significant, but the contracts do not allow us to talk about the agreements at this time. So part of it is simply the nature of the business, that we're not able to communicate any of the exciting things that are going on within the company. Secondly, the company StarBase has not been covered by any analysts to date. That will change over the next few months. So the story really hasn't been told, thus far. --------------------------------------------------------------------------------