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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (3458)7/5/1999 1:52:00 PM
From: Len  Read Replies (1) of 54805
 
Mike: re:NEON

I think I should document my statement that NEON analysts expect NEON to capture 42% of the industry profits next year. I got the information from a MULTEX Investment Review dated June 26. Actually the report predicts a total of $57.1 Million in profits with NEON capturing $24.54 Million--42.99%. The nearest competitor is Excalibur with anticipated share of 12.82%.

The report lists competitors as Descartes Systems, Excalibeur, FlexiInternational Software, ISOCOR, Logility, Pervasive Software, Sagent Technology, Segue Software, and Unify Corp. I recall a conversation I had with NEON's IR person who identified FlexiInternational as their key competitor.

At this point I can't say whether revenues are a result of acquisitions. I do think, though, that the acquisitions have certainly been a drag on earnings. I will try to determine to what effect revenues have been impacted.

Regards,
Len
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