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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: GuitarMan who wrote (555)3/12/1999 3:21:00 AM
From: steve harmon - analyst  Read Replies (5) | Respond to of 4337
 
both VIGN & ALLR make excellent web software products, story server by vignette and cold fusion by the allaire brothers ... staying ahead of the pack in software is a difficult proposition as the big firms (ibm, microsoft, etc) want to own the software and service behind it

software is a tough business to me and the multiples of revenue tend to be lower than more service based, outsourced internet companies

compare doubleclick to netgravity as one example