Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : WebTrends Corporation [WEBT] -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (461)	7/19/1999 10:46:00 PM
From: Bill Hardison	Read Replies (1) \| Respond to of 614

I listened to the conference and was fairly well impressed. The CEO talks pretty fast so I did my best on taking some notes. Here are some of the things that caught my attention and may contribute well to further growth of the company. 3,000 plus new customers added during the quarter 1% increase in margins to 91% Company currently has 77 million in cash They encounter a competitor in less than 1% of their sales. One case where they did have competition was in winning the Dell.com contract. About 75% of their customers so far have signed up for maintenance contracts. Good source of continuing revenue. Another competitive win was Navisite (one of the CMGI companies). In trials though, Navisite has large server clusters (one cluster had 32 servers) and no one else had a product that would scale that high. Both Dell and Navisite have fully deployed Webtrends solutions on their servers. Meril Lynch has as well. I was impressed in the call that Webtrends just doesn't seem to have any competition. Even in the two I just mentioned, I got the impression from the call that there really wasn't much competition. Hope this was helpful for anyone who didn't get to listen to the cc.