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 : Vignette Corporation (VIGN) -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (333)	4/12/2000 7:12:00 PM
From: MGV	Respond to of 628

"Here's my analysis. conventional wisdom is prognisticating that b2b will go the way of b2c and just as quickly. (as you know,I never liked etailing) conventional wisdom has no idea how powerful, how locked up, how much value add and how many barriers there are to entry that exist. comparing b2b's sell off to b2c's sell off is like saying the market for the IBM pcjr is the same as the market for sun servers." You stole my thoughts. Admit it. : ) As for your question - the answer is all of the above - especially the thoughtless lemming part - see story on Quint somebody, ex of PBHG. The bottom intraday is 3450 COMP. The bottom on VIGN was intraday a week ago Tuesday - 102. I trust you are better for your word than the guy who bet you GALT would beat PMCS. ; )

To: Trader Dave who wrote (333)	4/13/2000 10:12:00 AM
From: Wizard	Read Replies (1) \| Respond to of 628

Personally, I think this selloff is due to the tremendous supply of stock on the market. We had a supply/demand imbalance and that caused incredible multiples and now investors are going back to actually 'doing the math.' VIGN trades at a very reasonable P/S if you want to give credit into where the importance of the content server is going. If I am wrong about the positioning of the content server and the leverage from that point, then the P/S ratio is too high. Got any hot picks here? Vignette is my favorite stock here.