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Technology Stocks : Viador (VIAD) - Enterprise Portal
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To: Carl R. who wrote (215)9/19/2000 12:17:13 AM
From: Carl R.  Read Replies (2) of 294
 
A comparison of three portal vendors:

Sales by Quarter:
        3-99    6-99   9-99   12-99   3-00   6-00
VIAD     1.2     2.1    2.7     4.2    5.3    7.4
PLUM      .2      .5     .7     1.9    3.9    4.9
SQSW     1.1     1.0    2.9     3.4    4.0    4.3

R&D by Quarter:
VIAD             1.1    1.6    2.4     2.9    3.0
PLUM              .3     .5     .5      .8    1.1
SQSW              .5    1.0    1.6     1.8    1.5

Sales & Marketing by Quarter:
VIAD             2.4    2.9    4.0     6.3    7.2
PLUM             1.2    1.6    2.0     2.3    4.3
SQSW             1.2    2.1    2.6     3.7    5.2


NOTE: I adjusted VIAD R&D to account for the R&D expenses that they capitalized (for reasons I can't comprehend) in Q1-00 and Q2-00.

Observations:
1. Clearly VIAD is the biggest of the three, but PLUM is gaining some ground and has already passed SQSW.
2. VIAD has consistently spent 3 times as much on R&D as Plumtree. If the Plumtree product is as good as VIAD's product, then the R&D staff at VIAD should be embarrassed. My guess is that VIAD should have a clear lead at this point.
3. VIAD also outspends the other in sales expense.

SQSW seems to be losing. VIAD should be in a position to win if they can grow explosively the next several quarters. Since PLUM is being IPOd by CS First Boston, you can bet PLUM will make numbers in Q3, and that PLUM will be a tough competitor.

Carl
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