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Technology Stocks : Cognos Inc. - COGN -- Ignore unavailable to you. Want to Upgrade?

To: JimieA who wrote (828)	6/9/1999 11:03:00 PM
From: Carl R.	Respond to of 1109

Bad news, but good find. Thanks, Carl

To: JimieA who wrote (828)	6/10/1999 12:13:00 AM
From: Adelantado	Respond to of 1109

I wonder how much Seagate will loose to buy the market. The give-a-way is not always a winning stategy, particularly when the market is sofisticated, unlike AOL customers who look for freebies all the time. COGN could just sit back and watch Seagate's bottom line zoom into red, then pounce like a tiger and take back its customers as Seagate fails to follow through. My chips are still on COGN. Joe.

To: JimieA who wrote (828)	6/10/1999 9:14:00 AM
From: Mike 2.0	Read Replies (1) \| Respond to of 1109

I think Seagate's move is rather stupid to be quite frank about it. One IT manager in the article who just bought laughed it off, which amazed me. I think most very recent buyers will be hopping mad. IT managers who just bought should be jumping down the throats of their sales reps: 'You had to have known about this'...'I want at least some price adjustment or additional free seats'... 'I'm going to void our purchase order'...etc. etc. Plus buyers in the pipeline would be crazy not to wait on buying...maybe they will get a free CD in the mail within next couple of weeks. Again, if I were a sales lead I'd ask "Is my name on the list? Well why not? Well how about a free 90-day eval?" Also if they are sending 50 seat CDs to huge companies I suspect they can expect a fair amount of shelfware (50 seats in a huge company is not enough to bother with IMO), or even hand off the CD to a friend or relative running a small/midsize business for whom 50 seats is plenty, thanks! Such a promotion leads me to wonder if this isn't an act of frustration to get their foot in the door in the numerous sites where the enterprise systems in use already have software alliance agreements with Cognos, Business Objects et al. If there is substantial weakness in Cognos as a result of this I'd consider a buy! JMO...this makes for great marketing copy, but business-wise this promo is a dud.