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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (47308)7/31/2000 1:43:39 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
All my software/b2b stocks really got hit hard with this mini-correction but I'm still strongly bullish long term because the internet really changed the playing field for
manufacturing, etc.


Lizzie, this is the thing that most people don't get. They are focused on the glitzy internet retail B2C stocks where margins on the product sucked to start with. It is a smaller and less attractive market than the B2B market.

Supply chain, customer care, back office and education are areas where inefficiencies can be wrung out of a company's system and directly effect the bottom line. It isn't a flash in the pan thing and it these things are still in the nascent stages.



To: Lizzie Tudor who wrote (47308)7/31/2000 2:14:48 PM
From: John Pitera  Respond to of 63513
 
LOL.... no I think you know what QCOM is up to....

NUAN just another low float new issue.... I have
not followed it, but it's obviously been "in Play"

------Nuance Communications, Inc. develops, markets and supports a voice interface software platform. The company's software platform consists of software servers that run on industry-standard hardware and perform speech recognition, natural language understanding and voice authentication. Nuance's software platform is used by enterprises such as brokerages to provide a voice interface to applications such as stock quotes and trading. It enables wireless and wireline telecommunications carriers to provide dialing and customer service. Voice portals use Nuance's platform to offer access to information and commerce over the phone. Over 150 businesses in various industries have licensed the company's software platform, including Charles Schwab, US West and GoSolo Technologies.---------