ALLR: Company Info/Research;
I've been using their software for years and hope to buy into to the IPO. Here's some info and links for Allaire.(http://www.allaire.com)
The IPO is slated for the week of Jan 18
Allaire is the developer of Cold Fusion and HomeSite.
Cold Fusion is server software utilizing easy to use HTML-like mark up tags (CFML) for applications including e-commerce, content management, personalization and database integration.
Tag based HTML was the "coding for the common man" that made the Web possible. The future of web design, I believe, will be extentions of that language that allow for the creation of dynamic content, but are still easy to write. IMHO, Cold Fusion is the only software that effectively competes with Microsoft's ASP (Active Server Pages). 30,000 CF licenses sold to date. The following link compares CF to ASP:
nwfusion.com
Here are some investment and other sites that use the product. (Hint: Any time you see a web address with a .cfm extention, they are using cold Fusion)
Smart Money: smartmoney.com
Gomez Advisors gomez.com
Company Sleuth companysleuth.com
NewsPage.com newspage.com
Autobytell autobytel.com
NetGrocer netgrocer.com
The Farm Journal farmjournal.com
There's a sleu of companies trying to do create tag based scripting tools, but CF seems to have the strongest following outside of Microsoft's ASP. Cold Fusion is considered better than ASP, it seems, by everyone I know in the business but Microsoft gives ASP free as part of its IIS web server. Sound familiar?
Still, Allaire has had impressive sales, charging $1,295 for the single and $3,495 enterprise version of their software. Revenue Growth: 1996: $2.3M, 1997: $4.6M, 9mo '98: $13.9M.
HomeSite, their other product, is one of the more popular HTML editors. Over 100,000 licenses sold. CF and HomeSite recently received C-Net's top awards in each of their respective categories. Here are those links:
builder.com
builder.com
Clients include: Lucent, Intel, MCI, UPS, HP, Microsoft
Biggest risk: Competes head-on with Microsoft. Ultimately, a company like Microsoft (or a Microsoft competitor like IBM) may end up buying Allaire and incorporating their technology into their own.
HH |
