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Strategies & Market Trends : The New Economy and its Winners

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To: stockman_scott who wrote (13109)	7/26/2002 2:21:49 PM
From: Lizzie Tudor	Read Replies (2) of 57684

Kana is not a standalone value proposition- they needed to sell themselves to a larger company when they could but now the larger acquirers have no cash= too late. The surviving software companies, sebl, psft ("the big guys") are GREAT buys in here because they are gaining so much share but these little ones are toast. Funny, I bought some used furniture from a Kana VP in the last month. He came to SF to work at Kana and just left to go back east. I went over to see what he had (bed, dresser etc)- he bought this expensive stuff like 2 yrs ago. It wasn't quite my style and the bed was the most hard one even though he was selling it for almost nothing I passed. Then he sent me an email a few days later and asked me to pick up everything for free, he's leaving town and can't deal with this stuff. A typical story, people just want out of the bay area fast these days. L

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