Booms, Busts, and Recoveries Message Board

STOCKTALK

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 : Booms, Busts, and Recoveries

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JHP who wrote (12100)	12/25/2001 9:51:29 PM
From: energyplay	Read Replies (1) of 74559

JHP - Thanks for posting about divine (DVIN) Looks like it may have made a bottom. Kind of risky, since thay have about 4 more quarters at present burn rate to either get sales up and/or cut expenses, but I think they will be able to get the burn rate down, then turn around. The road kill products still have real customers, who either prefer the products or are locked in. Most of the customers who wanted to switch already left - so if they DVIN can provide updates, support, and extentions, they can keep and likely incraease revenue. Serena software had a similar strategy (so does Computer Associates, for that matter)and were able to do well. Many of these products were undermarketed, and may be easy to improve.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next