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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (17012)	5/8/2003 2:29:34 PM
From: mikeslemmer	Read Replies (2) \| Respond to of 78520

Bob: You make interesting points about licensing vs. battling. You could be completely right. I disagree that marketing will necessarily matter more than technology. In my experience as an entrepreneur in Silicon Valley, I've seen times when a superior technology basically drained competitors revenues like a bathtub with the plug pulled. Because switching costs are relatively low for a company like WebEx (as opposed to a product like PicTel), I think this could definitely happen. My point is to give you a reason to be concerned about WebEx really being a "value" situation. I believe the videoconferencing sector is very frothy and unstable, and so is really unsuitable for traditional value-based analysis. Mike