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Technology Stocks : eShare Technolgies (ESHR)
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To: Mike M who wrote (473)1/22/2000 4:25:00 PM
From: Tom Hua  Read Replies (1) of 653
 
Mike, The telephony business was in bad shape in the Sept quarter and stock was punished. Several corrective actions have been under way and I think we'll see improvements. It takes time. I think the telephony side is weighing down the stock and recognition. Not being a pure internet play lessens the attention/valuation ESHR deserves. Comparing ESHR's total revenue to KANA's is not meaningful.

The eCRM business, on the other hand, is expanding. The expansion initiative started last quarter and we'll see huge payoff this year in terms of growth. NetAgent's revenue is less than KANA's total revenue which derives mostly from email management. Most NetAgent customers use it for live customer interaction and support. I'm also seeing new customers using NetAgent Re:sponse 3.0, an integrated email management and live customer service. One such customer is CDW Computers which signed up for email management last Q, and will deploy live customer intereaction service this Q.

Regards,

Tom
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