Vignette Corporation (VIGN) Message Board

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Technology Stocks : Vignette Corporation (VIGN)

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To: swisstrader who wrote (417)	7/16/2000 11:09:20 PM
From: MGV	Read Replies (1) of 628

Guess quarterly revenue challenge - VIGN reports after the close on Tuesday, July 25. I think VIGN will post $78 million in revenue for the quarter and report deferred revenue sequential growth of 35%. In the interest of catalyzing some discussion here, state your forecast of quarterly revenue between now and this Friday. I will keep track of forecasts. Here is an excerpt from this weekend's Barrons of the MSDW analyst Chuck Phillips comments regarding B2B software. Charles Phillips, who follows such enterprise-software vendors for Morgan Stanley, had expected Ariba to report just $47 million in June revenues. Thursday he ratcheted his full-year revenue estimate above $240 million and his 2001 revenue estimate to $550 million, with Ariba perhaps breaking even in next year's fourth quarter. While aware of Ariba's rich valuatio, Phillips still sees upside for the shares as Ariba captures a surge of B2B spending. "Customers have big e-commerce budgets," says Phillips. "Everyone's trying to Internet-enable their business."

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