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Technology Stocks : Silknet Software, Inc. (SILK) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Matz who wrote (34)	5/12/1999 1:43:00 PM
From: Capt	Respond to of 168

NEWS...........PCLN is using SILK's software.... biz.yahoo.com

To: Sam Matz who wrote (34)	5/12/1999 1:56:00 PM
From: John A. Young	Read Replies (2) \| Respond to of 168

My reason for buying.... I've already bought and sold SILK about five times since they went public and made about $5,000 plus or minus a thousand. I'm now holding 1000 shares long at around $26 and won't sell til it hits $80.00. That's right $80.00. I like SILK because.... - CMGI - Customer Service apps are BIG now and getting BIGGER. - I hear them mentioned in many of my accounts. - Every time they announce a new customer we should get a pop. - I like software over services on the net. Services will be having major problems differentiating themselves soon - real soon! The net has fragmented beyond the justification for these companies valuations. Even AOL isn't worth what it's market cap suggests. I compare them to VIGN. VIGN will be a major player in personalization software and SILK will be big in customer sevice. Basically, every site needs the following.... - web server - application server - ECommerce Software (with EDI gateway) - Customer Service Software - EBPP software - Personalization software - an email server - an LDAP directory - a database