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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 (16225)9/22/1999 7:45:00 AM
From: Kimberly Lee  Read Replies (1) | Respond to of 108040
 
BBSW - The Alex Brown led IPO Broadbase makes software that integrates and analyzes various sources of customer information to help its e-business clients improve customer service, target potential customers, and personalize marketing promotions.
Clients list: HWP (10.3%), Indus (30.5%)
Shareholders: Benchmark Capital (30.5%), Accel Partners and Mohr, Davidow Ventures.
Competitors: NETP, ARCU (a recent Robbie IPO), WEBT, EPNY
Offering: 4M, $14 (above the original range)



To: Kimberly Lee who wrote (16225)9/22/1999 12:29:00 PM
From: Kimberly Lee  Read Replies (2) | Respond to of 108040
 
As I predicted early this monring, Goldman's KANA will turn out the best performance, followed by First Boston's EPNY, then Alex Brown's BBSW at a distant 3rd. KANA now 57 1/8 x 3/8 ; EPNY 45 1/2 x 9/16; BBSW 25 15/16 x 16, just as predicted.


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