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Technology Stocks : eShare Technolgies (ESHR) -- Ignore unavailable to you. Want to Upgrade?

To: Patric who wrote (462)	1/20/2000 8:02:00 PM
From: Budnoc	Read Replies (1) \| Respond to of 653

KANA vs ESHR can somebody please help me with this. Can these 2 companies really be competitors in the same industry. KANA has a market cap over 5.5 billion. They just posted a loss for the quarter of $3.52 a share on revenues of 6.5 million (14.1 million for all of 1999) ESHR has a market cap of just over 370 million. They have 72 million in revenues over the last 9 months (prior to the latest quarter) and are estimated to post a loss of .10 a share. How can such a dramatic difference in share price/market cap occur under these circumstances. I just cant understand it.

To: Patric who wrote (462)	1/21/2000 9:18:00 AM
From: im a survivor	Read Replies (1) \| Respond to of 653

<<If I understand correctly, KANA reported disappointing results today. It seems to me that if KANA takes a dive tomorrow we should expect to see a sympathy dip tomorrow (although hopefully a small one). >> Maybe yes...maybe no. Typically you do see sympathy moves. However, anything significant is because of the fear of a sector wide slowdown. In other words, we may get a little dip, or we may get a big dip if folks attribute Kana's disappointment as being a sector wide problem. Personally, I think the sector never looked stronger, and one of the reasons KANA is disappointing is the fact that ESHR is now making a significant dent. In other words, maybe ESHR is the reason Kana is slowing down. Just an opinion, anyway. KG