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Technology Stocks : Open Market (OMKT)

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To: Ray R. Harris who wrote (875)1/1/1999 5:29:00 PM
From: John F Beule  Read Replies (1) of 2004
 
I did, here's the comparison:

BVSN:

descr: personal marketing software
trading range, 3 mo: 10-35
P/S: 17
Cash: 62 mil
mkt cap: 787
revs: 36 mil
Customers: 200+
bottom line:
hot stock, but too few customers control its destiny.

OMKT:

descr: high-end volume trans biz
trading range, 3 mo: 8-13
P/S: 7
Cash: 41 mil
revs: 61 mil
Customers: 600+

wild card bottom line: Vignette (I'll say it again). Vignette does the same thing as BVSN, it will go public next year. Vignette works with OMKT, competes directly against BVSN. Vignette will eat BVSN's lunch. If BVSN wins an alliance, it usually has OMKT winning with it, not the other way around. BVSN and OMKT are not direct competitors. In the truest sense, combined, they offer a complete package.

Hope this helps

John B
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