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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (10944)3/30/2002 9:53:37 PM
From: MGV  Read Replies (1) | Respond to of 57684
 
Be careful with IWOV. One argument against them is that they are feeling more competition from Microsoft and Stellent in their core segment.



To: Bill Harmond who wrote (10944)3/31/2002 8:08:44 PM
From: Lizzie Tudor  Respond to of 57684
 
I don't like iwov anymore since arba's last qtr numbers. I think the content and traditional b2b sectors are linked and b2b isn't recovering as fast as supply chain.

otoh, if iwov gets cheap enough, I'll buy it.

I scaled into a little cien and wcom on weds (even though you said don't do it! lol) so those are my risky plays for now.
L


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