Vignette Corporation (VIGN) Message Board

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Technology Stocks : Vignette Corporation (VIGN)

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To: Lizzie Tudor who wrote (120)	10/25/1999 10:08:00 AM
From: Wizard	Read Replies (1) of 628

I didn't mean to compare VIGN to AMZN. I was just talking about the growth of the internet and pointing out that the internet has changed the game. Its changed the game in consumer related industries like retail and its changed the game for tech industries like software and telecomm. >> web commerce model is one where there is no scale in the business. True in general but there is something that is providing unusual scale for VIGN and BVSN. Consulting firms, in order to get into the door these days to the Fortune 2000, must sell internet expertise. There are tens of thousands of consultants coming off SAP implementations and SAP isn't selling much new software so consulting firms are redeploying billable heads in order to get internet expertise. The Scients and Viants of the world have more business than they can staff and Anderson et al want to get up to speed on internet projects so they can get more competitive in the boardrooms and start staffing huge new projects. This environment makes a less scalable business like VIGN's scalable.

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