Vignette Corporation (VIGN) Message Board

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Technology Stocks : Vignette Corporation (VIGN)

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To: Wizard who wrote (332)	4/12/2000 6:10:00 PM
From: Trader Dave	Read Replies (2) of 628

Munch munch, dcf analysis brings this one to within almost rational pricing for a fundamental investor. I wish the options premiums weren't so lofty. I may be joining you on a few threads wiz. We're finally in the type of market where BD and I like to buy. Here's my analysis. conventional wisdom is prognisticating that b2b will go the way of b2c and just as quickly. (as you know,I never liked etailing) conventional wisdom has no idea how powerful, how locked up, how much value add and how many barriers there are to entry that exist. comparing b2b's sell off to b2c's sell off is like saying the market for the IBM pcjr is the same as the market for sun servers. question: is this reckless margin call redemption, tax season driven selling, lemming thoughtless investment sector rotation "gotta get me some cat or P&G"? or all of the above? $5 million cash to anyone that can call a bottom if there is one. TD

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