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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (16224)	9/22/1999 7:31:00 AM
From: Kimberly Lee	Read Replies (2) \| Respond to of 108040

Today's IPO: Five IPOs hit the market today, but the following three stand out. The first two should perform considerably better than the third. KANA - Goldman, Sachs leads the underwriting effort of Kana, which makes software that helps businesses manage customer e-mail. Its software includes Kana Mail, which manages incoming customer communications; Kana Direct, which helps create customized outbound e-mail based on customer feedback; and Kana Reports, which analyzes customer data and identifies trends. The company's Kana Online hosting service lets companies use Kana's software on an outsourced basis. Kana also offers implementation, maintenance, and technical support services. Customers list: EBAY, The Gap, and Northwest Airlines. Shareholders include entities affiliated with Draper Fisher Jurvetson (24.6%) and Benchmark Capital Partners (21.3%). Competitors: EGAN (debut tomorrow), Mustang, Silknet Offering: 3M priced at $15, considerably above the original range EPNY - E.piphany's analytical software gives companies an insight into their customers' habits, enabling them to personalize transactions, products, and services in e-commerce and traditional sales channels. The company's software includes tools for reporting and analysis, distributed database marketing, and e-commerce. E.piphany also provides training, support, and consulting services. Customer list: Charles Schwab (17.3%), HWP (16.2%), Autodesk (30.2%). Shareholders includes Investment firms Kleiner Perkins (a powerhouse) and Information Technology Ventures, with each owning nearly 20% of E.piphany. Competitors: NETP, BRIO, SGNT, Oracle, Siebel Offering: 4.2M at $16, way above the original range