Enterprise Information Portals (EIP) Message Board

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Technology Stocks : Enterprise Information Portals (EIP)

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To: BelowTheCrowd who wrote (92)	2/9/2001 9:44:18 PM
From: Thomas DeGagne	Read Replies (2) of 183

Michael, you stated: From your table, it looks like none of these companies have adjusted their burn rates to reflect this new reality and most of them have limited cash in the bank. VIAD didn't adjust its burn rate for loss of market share but it has now. SQSW & PLUM are growing, and most enterprise SW markets are still very healthy. Most of the companies in the EIP portfolio are not pure plays and are very profitable. I would expect the least powerful to disappear, refocus on a different business or be consolidated by somebody else. The more successful ones may continue to exist in their current forms, but probably at lower valuations than many of us expected a year ago, and may be forced to merge as well. I would replace 'powerful' with 'profitable', but market capitalization is all the difference. I too see consolidation as ripe in this sector; ironicly, this makes weaker companies such as Viador good investments. Given your background at TopTier perhaps you could summarize, in your opinion, the strengths and weaknesses of the major portal products. Please include Hummingbird as well. They are of particular interest to me. Thank you, in advance.

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