ANALYST INTERVIEW: INVESTING IN COMMUNICATIONS SOFTWARE: PETER JACOBSON - KAUFMAN BROS LP.(SAL805) INVESTING IN COMMUNICATIONS SOFTWARE: PETER JACOBSON - KAUFMAN BROS LP. Reviews the performance of the industry, and examines recent changes that have impacted companies in that sector. Topics discussed include competition, mergers and acquisitions, and the development of customer demand; and a number of companies are identified that are considered well positioned to succeed in the current market. Sector: Application Software. Published date 4/7/03. Tickers featured: BVSN BVSN Broadvision, Inc. (stock abbreviation, AMEX) , CSGS CSGS Computer Systems Group Software , CVG, DOX, LTBG, MSLV, MUSE, SEBL SEBL Siebel Systems, Inc. (stock abbreviation, AMEX) , TMNG, VNWK. Complete text approximately 3000 words. Document # SAL805. ANALYST INTERVIEWS, The Wall Street Transcript, 67 Wall Street, NY 10005. Voice (212) 952 7433. Fax: (212) 668-9842. E-mail: information@twst.com. *** |
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