Vignette Corporation (VIGN) Message Board

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Technology Stocks : Vignette Corporation (VIGN)

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To: Carl R. who wrote (500)	11/11/2000 9:41:07 AM
From: blankmind	Read Replies (2) of 628

- VIGN continues to be beating out the leader BVSN in several key respects - from 9/30/00's finl's: - VIGN's revs went from $77 mill to $110 mill; a 43% gain; vs $95 to $120 mill, or 26% gain for BVSN - in fact, VIGN may overtake BVSN in revs in 4Q00 - excluding goodwill, BVSN was profitable by $17 mill; vs VIGN's losses; so BVSN wins here - BVSN's a/r shot up from $26 to $92 mill; vs VIGN's steady going from $106 to $105 mill - VIGN's - total liabils now $200 mill; but BVSN's only $114 mill; so advantage to BVSN - VIGN's 225 mill shs o/s fully dilluted; vs BVSN's 266 mil Bottom line: - BVSN's @ 31 5/8; vs only 23 3/8 for VIGN; so given VIGN better growht & soon to have higher revs; I can't justify the differences in stock price; & I argue the better value is VIGN by far

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