SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : MDA - Market Direction Analysis
SPY 695.17+0.2%Jan 12 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HairBall who started this subject5/6/2001 6:39:58 PM
From: Saulamanca  Read Replies (3) of 99985
 
State of the Web: It's Not Too Late to Sell Scient, Viant and Razorfish

Few groups have been hit as hard as the Internet consulting contingent, the Scients (SCNT:Nasdaq - news - boards) and the Viants (VIAN:NasdaqE - news - boards) and the Razorfishes (RAZF:Nasdaq - news - boards). How much I would like to be able to tell you that these companies will make it, but as I sit and listen to their conference calls and read their quarterly statements, I just don't know how they're going to do it, unless they're willing to merge with each other. That, unfortunately, seems out of the question.

In fact, I think Razorfish is a total goner. It hasn't done anything right in ages and ousting that flamboyant management team last week was much too little, too late. Scient and Viant seem to go out of their way to brag about how little dot-com business they have now. That's a nonstarter because they don't have that much nondot-com business, either.

Because the projects these companies are involved in are long term and because these companies can't seem to prove their viability -- i.e., they can't seem to stop losing money -- I think it's still not too late to sell all three. If you need to be in Internet infrastructure so badly that you can't stay away, may I suggest you buy IBM (IBM:NYSE - news - boards) and Electronic Data Systems (EDS:NYSE - news - boards)? They are viable and taking share without any of the horrible headlines that these other three companies keep generating.
thestreet.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News