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 : E*TRADE IPO ALERT THREAD -- Ignore unavailable to you. Want to Upgrade?

To: Danny who wrote (13789)	11/26/1999 1:51:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 15145

ASDS- Danny this one is just begining:)

To: Danny who wrote (13789)	11/26/1999 3:43:00 PM
From: eDollar.com	Read Replies (1) \| Respond to of 15145

Danny dont pound the table on VIAD. I missed it big time after flipping IPO shares and it is painful to see it up. i wish it can come doun but wour pounding may be attracting buyers. i feel bas because i had it and let it go.

To: Danny who wrote (13789)	11/27/1999 10:55:00 AM
From: Kimberly Lee	Respond to of 15145

Of course I love VIAD, up nearly 400% from my original entry on Oct 26, 99. Message 11707087 2MAR$ who wrote (3902) From: Kimberly Lee Tuesday, Oct 26 1999 11:37AM ET Reply # of 4938 Notable IPO of the day, Viador Inc (VIAD) Offering: 4M Price: $9 Business and technology: Provider of Internet software that enables businesses to create enterprise information portals. Viador's E-Portal software enables companies to create portals, similar to popular consumer portals, but geared to corporate use. Such portals gather, organize, and store information from within and outside a corporation; they also enable e-commerce. A Web browser interface provides a personalized access point. Viador's products incorporate a client's existing systems and intranet. The company also offers consulting, training, and customer support Clients: Extremely impressive client lists, including AMZN, IRS, 3M, AT&T, IBM, Lucent and just about everyone in Fortune 500. See this link for a enviable client list for VIAD - viador.com Competitors: Portal Software (PRSF), Breakaway Solutions (BWAY) - very strong subsector Underwriting team: Bear Stearns, CIBC, Piper and Eoffering - a fairly strong team for a $9 IPO Strategic alliances: strong working alliance with HWP and good relationship with IBM viador.com , viador.com Expectation: This is another play on the Internet infrastructure sector. Financials look good with revenues roughly doubling in each of the past 3 years. Bear prices VIAD at $9, at the low end of the range, reminding me of NTRO, which Merrill unwittingly priced it at $8 a share, and the stock nearly tripled the first day. For a net infrastructure stock with consistently impressive revenues growth and an arguably highly enviable client list, VIAD is huge bargain at the offering price and a decent bargain under $15 in the aftermarket. As well, the fact that VIAD's two main competitors, Breakaway and Portal Software, are trading in the high 40s to 60s certainly don't hurt. Finally, the post offering outstanding shares will only be 15.9M, giving the company a market cap of 142.7M (computed at the offering price), another attractive feature.