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Technology Stocks : Vignette Corporation (VIGN)
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To: Winston Lee who wrote (325)4/5/2000 6:47:00 PM
From: J. C. Dithers  Read Replies (1) of 628
 
Vignette is the B2B to bet the farm on....

This may be the most poorly understood and recognized of all the prominent B2B's. (Usually this board is dead).

First of all, VIGN is in the sub-sector of managing customer relationships, agreed by all to be the hottest of the B2B sectors in the future. Secondly, VIGN has basically kept its mouth shut while it has pursued a monumental "land grab" strategy of building a phenomenal client base. Their most direct competitor is BVSN. The most telling comparison is that VIGN's sales-per-share is $1.95, while BVSN's is $0.44. Vignette has done what any company must do to control a market, and that is to forego earnings in the short run to build dominance in the long run. They have spent whatever it takes to assemble a world-class staff of software engineers, and to sign up a "who's-who" roster of clients across the globe.

This is the strategy that every hugely successful company has followed in its formative years, including Microsoft. When the pay-off finally arrives, it dwarfs that of the competitors who tried to show bottom-line results too early.
And it endures and grows ever-after.

From what I know, the time is near for the pay-off to show up in VIGN's quarterly report. I personally am betting that this will happen in the first-quarter report later this month, which I believe will be a stunning blow-out of estimates.

These are only my opinions, and everyone must decide for themselves. But I believe VIGN will by far be the biggest star performer in my portfolio in 2000.

Good luck to all, whether VIGN shareholder or not.
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