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Technology Stocks : FirstWave Technologies (FSTW) -- Ignore unavailable to you. Want to Upgrade?

To: TEDennis who wrote (7207)	12/20/2002 1:55:20 PM
From: Oeconomicus	Read Replies (2) \| Respond to of 9677

TED, this ACCPAC news just reinforces the views you posted recently about how CRM is moving toward being fully integrated with back office systems like accounting, ERP and SCM. At the very least, out-of-the-box integration with popular accounting software seems critical for the middle market and small business segments. MSFT has Great Plains (incl. Navision and Solomon as well), Oracle has assorted financial and other apps for large and smaller businesses, ACCPAC has ACCPAC and, presumably, other CA products. FSTW has... um... BTW, SEBL needs to merge, don't you think? No, yahoos, not with FSTW. LOL. Hey, if CA's MO has been to buy small competitors to get their installed base, do you expect ACCPAC to do the same thing and what are the implications for FSTW? They certainly aren't a target candidate (little installed base). But FSTW has said it's plan is to grow through acquisitions. If ACCPAC is shopping in the same market, FSTW's going to have a tough time striking any good deals. JMO, of course. Bob

To: TEDennis who wrote (7207)	12/20/2002 2:10:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 9677

Hmm. This article reminds me of one of the big reasons why MSFT (and now ACCPAC) have a huge advantage over the likes of FSTW. Here's the first two paragraphs: Unified ‘Under the Hood' ACCPAC taps VAR partners to deliver eCRM solutions. by David Myron and Jerry Rosa From CRM Magazine February 2002 Although known as one of the largest midmarket accounting vendors, ACCPAC International is expanding its focus to business management software, including CRM. ACCPAC may not appear high on analysts' CRM market share lists, but with 5,000 solution-provider partners worldwide, the company is quietly gaining ground on its CRM competitors. ACCPAC has already certified 63 eCRM consulting organizations on its ACCPAC eCRM solution. And there are more at the door. "There's a waiting list to get on our Webinars to show resellers what's under the hood," says David Hood, ACCPAC's CEO. destinationcrm.com MSFT also has thousands of "solution provider partners" to push CRM software along with the accounting and other solutions they're already selling and servicing. That's a helluva distribution network and I don't see how FSTW can even begin to compete with it. I said months ago that FSTW needed to establish more partners of this sort - a lot more - but if all they can offer them is a CRM package, how many of these shops are likely to take them on over the others (with whom they already have a relationship)? Bob