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Technology Stocks : TouchStone S/W (TSSW) -- Ignore unavailable to you. Want to Upgrade?


To: David Alan Cook who wrote (2969)1/10/2000 12:36:00 AM
From: David Smith  Read Replies (1) | Respond to of 3627
 
Have you taken a look at Earthlink's stock price recently? Hovering just above a year low. What does that tell you? Domestic ISP service has become a commodity product; in an age of free ISP service and exponential increase and interest in broadband, growth of all domestic ISP's is slowing dramatically. NO ONE I know cares about regular ISP service these days, either as an investment or as a product to use. If you could see the larger picture, you would realize that Earthlink's alliance with Bell Atlantic to market DSL service is much more important and indicative of where the business is going than a minor deal with TSSW, for goodness sakes. Deals to market DSL are also an indication of how desperate the ISP's have become....they are basically marking up and reselling DSL service from the Bells, since there is no growth or future in their traditional product.

So we have dramatically slower growth for traditional domestic ISP service, a huge increase in interest and use of broadband, the optimization of operating systems for internet use by Microsoft and others after some early problems, and a stunning, constant and exponential increase in memory and processing power....do I have to spell out for you where that leaves minor, obsolete fringe products like NetOptimizer??

TSSW's recent news releases about getting into the "B2B incubator" business are a different subject...and, for a recently delisted OTC-BB issue trading under $1, hilarious in their own right...