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Technology Stocks : Viador (VIAD) - Enterprise Portal

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To: Walter Morton who wrote (219)9/23/2000 11:45:06 AM
From: Carl R.   of 294
 
According to the CEO of SQSW, the portal market is just beginning to really grow:
biz.yahoo.com

They are projecting profitability in mid-2002. I frankly don't like their current financials because I don't like their balance sheet (very high DSO, almost no deferred revenue). Also this is a bit scarey:
unlockdates.com
With 28 million shares unlocking on 11/8/00, I'd be very cautious about entering right now. Note that PLUM just passed them in sales, dropping them to #3 in the pure portal market (behind VIAD and PLUM). Who knows where they stand if you include other portal players such as BRIO, HUMC, and SYBS.

Carl
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