Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Done, gone. who wrote (7612)	11/6/1997 6:54:00 PM
From: AChan	Respond to of 13949

Michal, >>>It's interesting to note that 3 of these 4 are Peritus licensees.<< PTUS was mentioned at the end of the Briefing.com article. Seems to be a buy at the current price. ACHAN

To: Done, gone. who wrote (7612)	11/6/1997 11:07:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 13949

Re: Briefing.com Here is their "conclusion": Is it possible that the tools companies, while enjoying good runs over the next two years, wind up handing the bulk of the business to the large systems integrators, who actually perform the work? It's too early to tell, but it should be considered. I think what he's trying to arrive at is "who owns the customer?" come the year 2000. That's an interesting question. The reason why body shops like IMRS have been very successful from the starting gate is because they already have the customers from previous programming projects. From these early customers have come early referrals. Only a handful of the "tool" vendors are planning to do the work "in-house". Most have set up a licensing model whereby the system integrator secures the customer and does the actual work. It appears that Briefing.com is guessing that investors that are looking past the year 2000 are wondering what tool vendors will do for an encore without a customer base of their own. Is that your take on it? - Jeff