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Technology Stocks : Viador (VIAD) - Enterprise Portal

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To: Walter Morton who wrote (148)6/6/2000 11:03:00 AM
From: Carl R.  Read Replies (1) of 294
 
You are probably right that considering that Hyundai will be modifying the program to Korean that they will keep more than half. On the other hand, considering that the forecast for the US portal market is $14 billion by 2002, if VIAD can get even 5% of the market that would be huge. It really makes you sit up and take notice when Hyundai starts talking in terms of 20% market share.

I think VIAD was hurt by doing their IPO so early. If they post a big quarter this quarter, and if they hadn't IPOd yet, then I think a fall 2000 IPO would have brought them a much larger market cap. As I told you, one of the reasons I jumped into this stock was that I believe that when Plumtree IPOs this fall, VIAD will also go up. I note that SQSW is moving nicely now, too.

Carl
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