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Technology Stocks : Centra Software, Inc. (CTRA) -- Ignore unavailable to you. Want to Upgrade?

To: BostonView who wrote (22)	11/6/2000 1:04:04 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 35

BostonView: Regarding WEBX and CTRA, I'd probably be inclined to go with the "both" option: WEBX is overvalued, CTRA is undervalued. The wildcard in this market space right now -- a real and serious threat to CTRA -- is Ray Ozzie's new venture, Groove Networks. This is a collaboration platform built upon a peer-to-peer architecture. The broad brushstrokes, which Ozzie recently revealed, sound hugely impressive. And Ozzie is one of the greats: even Bill Gates thinks the world of him. (Ozzie was the genius behind Lotus Notes). So this can't be dismissed as just another cool dot-com fantasy that'll never amount to much. Groove is still a development-stage company, and we still have much to learn about its platform and intentions; but it's definitely worth watching as a potential competitor and as a potential partner for CTRA. I'm still as excited as ever about the emerging market for collaboration products; however, I'm decidedly more cautious about CTRA itself, at least until the competitive situation with Groove becomes clearer. I wouldn't want to make a substantial bet against Ray Ozzie in this space.