Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: SKARLOEY who wrote (72496)	2/8/2000 11:00:00 AM
From: GBT	Read Replies (1) of 108040

INSO likely takeover candidate Finding the Action So where's the next round of action? The Internet software market is so fragmented that mergers and acquisitions are likely to pop up from a number of directions. Like other industries, analysts expect the leaders in each individual market segment to be the aggressors. "The guys with the big valuations are going to provide the best suite of products," predicts Cupps. BroadVision, for example, could use an online customer-relationship-management device. Web-tool developer Allaire (Nasdaq:ALLR - news) has a few holes, including a lack of order-processing and e-marketing software. And Vignette still needs a back-end transaction engine and customer-support mechanism to round out its suite. At a presentation during the Banc of America Securities Technology Week 2000 conference, Vignette CEO and President Greg Peters told investors the company was mulling more acquisitions to meet its needs. "We're continuing to broaden the capabilities inside the platform," said Peters to a packed room. The most likely candidate in the near term seems to be Inso (Nasdaq:INSO - news) , a Boston-based maker of content-management software that just blew up. After warning investors of a revenue shortfall, Inso said it had retained Morgan Stanley Dean Witter to "explore strategic alternatives," including the sale of the company. The day after the warning, on Feb. 2, Inso's shares fell a brutal 58% to 14 3/4 from 35 1/4. Even though most analysts say the company has a good content-management product, Inso won't be able to meet its numbers.

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