hot off the rs press.
E.Piphany, Inc. (Nasdaq: EPNY) ($67.38)
2000 EPS: ($0.63) from ($0.92)
2001 EPS: ($0.18) from ($0.29)
Buy
Alex W. Baluta, Internet & eCommerce Applications
"E.piphany reported record third quarter revenues of $39.1 million, up a very strong 60% sequentially, and beating our $33.5 million estimate by $5.6 million," said Baluta. "EPS was substantially better than expected coming in at ($0.17) from a forecast ($0.32). We continue to believe that the eCRM market is in the midst of a major shakeout and consolidation. Our view is that the buyers, having quickly come up the Internet learning curve, are buying technology strategically, not in a reactionary manner. Integrated, internet-architected, suite solutions are a technical priority. We believe that E.piphany's integrated eCRM suite not only meets customers architectural requirements, but solves one of their most pressing problems; integrating a true, holistic, understanding of the customers into all corporate activities. We believe E.piphany should emerge as one of the giants of the eCRM space." |
