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Technology Stocks : ITRA INTRAWARE -- Ignore unavailable to you. Want to Upgrade?

To: StormRider who wrote (828)	4/13/2000 11:22:00 PM
From: Mark Oliver	Respond to of 937

What is the point of concern? I see that they have a very large dependency on Netscape. I see they have a lot of expenses as they plan to develop Asia and get their UK office productive. They have 2 new products to develop. Looks like we have some time before they become profitable, despite fast growth of revenues. How to react to these concerns? Can the stock go lower? Can the business model fail? I am surprised to see it fall further, but after surviving several corrections, I can say that the market will act without ration. Bargains will develop and if you have conviction in your investments, they will eventually pan out. Regards, Mark PS Here's an out take from a newsletter I get. It mentions Intraware has reported, but obviously the report was not very note worthy despite 161% rise in revenues. DOT.COM-ING DOWN TO EARTH -------------------------------------------------------------------------------- Marshall Senk (415) 693-3442, e-mail: marshall@rsco.com Mailing list changes please use the links above or email to: softwarestocks@rsco.com The market once again beat our space with a stick, sending valuations down as it fell by stages in sickening three-digit point falls. While two weeks in a row on this topic may seem like we are beating you with a stick, we have seen few people whose minds are on much else. We would expect to see the NASDAQ waters being choppy for a while, as investors tiptoe back in for survival and hop back out at each sign of market rebound to capture some semblance of their once-mighty profits. We're hoping that great quarterly numbers may entice some growth back to the space, but we also think that investors will remain skittish for a while. However, we do know of some bright spots out there: (1) We believe that business is better than ever in our space. So far Intraware, Ariba, and Broadbase all reported earnings. Both Ariba and Broadbase aggressively beat analyst estimates, with Broadbase delivering more than 20% upside versus our estimates. We expect a slew of earnings reports next week, including E.piphany, Allaire, Interwoven, PurchasePro, OnDisplay and others. Overall, our view remains very positive, and we continue to expect that the majority of our favorite names will have very strong quarterly results. The two stars of the week, in our view, are likely to be EPNY and ONDS. While the stocks are currently swooning like the rest of the market, we believe that strong quarters will make these names shine again. (2) Did we mention that we think business is better than ever in our space? Several of our favorite names announced key customer wins this week. ECRM leader E.piphany announced wins at Kodak, Cisco, and Hewlett-Packard, where the E.4 platform will be powering the commercial customer group's channel, alliance, and development partners program. Fellow eCRM vendor Primus Knowledge Solutions also announced HP as a customer, albeit for the company's online customer support division, and OnDisplay announced four new portal customers, including iProcure, Asista, PurchasingCenter.com, and Fuelquest.com. (3) It's a garage sale out there?Keynote Systems, OnDisplay, E.piphany, Allaire and Quest are some names that have, in our view, become very discounted versus previous performance. What does that mean? We believe a chance to buy and own some keepers. Tune in next week as we continue to navigate our little boat through the choppy waters of eBusiness.........