OT, a little more on VIGN--recently briefing selected them as one of the "12 stocks for the next decade"> Vignette (VIGN): Leading customer relationship management (CRM) software company's products help to facilitate ecommerce and, as such, participates in both the B2B and the B2C (business-to-consumer) sectors... Of the CRM plays, Vignette offers the broadest platform and has the customer list to prove it... Counted among its customers are American Express (AXP), Lycos (LCOS), Land's End (LE), CBS, Hewlett-Packard (HWP), AT&T (T), Nokia (NOK) and Sun Microsystems (SUNW)... VIGN's key product is StoryServer, which offers content management, personalization and decision support... Other products include Syndication Server, which enables businesses to manage integrated customer chains, and Multi-Channel Server, which when released next year will enable businesses to distribute content over other media, such as phone, email, fax, wireless, and mail... Though richly priced at over 60x sales, company's promise and performance (year/year sales growth last quarter of 458.7% with 63% sequential growth) suggests to us that investors will continue to pay a premium... Briefing.com contends that the CRM sector will be huge, and will ultimately be dominated by a few players... VIGN is the best bet to be one of those players. |