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Technology Stocks : USWeb (USWB) -- Ignore unavailable to you. Want to Upgrade?


To: George Dvorsky who wrote (847)5/7/1999 1:02:00 AM
From: SMALL FRY  Read Replies (1) | Respond to of 1188
 
Hi George...

Re: Regarding Rick.

It just makes you wonder what he's about, don't it? He spent most of his posts in CATP thread, bad mouthing the CEO and the company in general... then he comes over here, after a "tempered" bullish post there, and proceeded to rip into Shaw and Firmage like he can run the company better. Aha... a pattern is emerging... follow his posts and see if you're interested... I'm not anymore. I bought a truck load of USWB @20 3/4 and stashed it in my IRA... in a box with a little inspection peep hole <g>... to be checked only every once in a while.

BTW shareholder's meeting Jun 9... and another BTW, this is still under SoftBank's umbrella as is YHOO, GCTY, MESG, CYCH, ZD, ZDZ, etc... the inter-umbrella business, although oft times scoffed at, is a big factor why I like this company's potential and of course growth... USWB will not disappear anytime soon.

Sorry to barge in... last post for a while.
SF



To: George Dvorsky who wrote (847)5/7/1999 1:53:00 AM
From: greenspirit  Respond to of 1188
 
Thanks George, I didn't know that. He does make some good points. However, here is one element of my counterpoint argument.

ADSL and Cable Modems are about to change web database development in substantial ways over the next 2 years. I believe companies like USWB will actually turn into hybrid technology companies which have at it's core HTML wizards, but large elements will be Art Direction, and humanistic cognitive engineering.

Let me see if I can clarify a bit...

What makes people visit television stations? The look and feel of the program, the information or amusement it brings, or the style it presents. The same is true of a store. You visit the store and purchase goods or services based on a lot of issue which bring you value. Web database development with the advent of fast modem speeds will start to look more and more like television stations, but ones that are interactive in a two way medium. The look and feel, as well as the cognitive design, will play a larger and larger role to the successful web-database company.

The other part of the organization will be more technology centered. By that I mean the new application developers. Developing software which measures customer loyalty, awareness, and purchasing habits will play a larger and larger role. These tools will be critical for successful e-commerce sites.

So what is all this going to mean? It's going to mean that companies like USWB are moving into the second tier development/growth phase. Complexity will grow considerably to maintain and develop leading edge sites. Economies of scale will come into play, where only the largest developers will be able to afford the talent to entice the huge transactional base customers. This is where USWB is well positioned to succeed long term.

Also, the ability to integrate ALL a companies software tools to the Intranet/Internet seamlessly will be a critical component to their corporate model. It seems logical that consulting services would fit well with a company like USWB.

Given these assumptions and trends, and provided USWB manages the growth effectively, they should prosper well down the road.

Michael