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

To: Lizzie Tudor who wrote (1071)	6/2/1998 1:00:00 AM
From: Roger A. Babb	Read Replies (1) \| Respond to of 1205

Michelle, SCM is usually more complex than SFA/CIS and you may be right that 200k is too low, I don't know for sure. But I will debate the advantages of the thin client approach. First of all, I am not a proponent of thin client for general office apps such as EXCEL or WORD. I have been an investor in Citrix, the thin client pioneer since its IPO. I was long during it initial runup, but have been short in recent months. I think thin client is great for fixed apps with a central database, but many apps (such as FSTW and PSFT) will build in the thin client technology without using Citrix products. Citrix is currently over valued for its potential sales in my opinion. But SCM is one of those semi-fixed, limited scope apps where thin client linking over a network and/or the web really makes sense. The major benefits are centralized software management on the servers and only a web browser on the client machines. The centralized management and limited IT interaction with the clients greatly reduces IT overhead costs. And a familier interface on the client side greatly reduces training costs and roll-out costs while increasing user acceptance. It is an idea whose time has come. FSTW is out the gate first (along with PSFT) but their lead is less than one year.