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To: Mark Fowler who wrote (106506)7/27/2000 11:47:43 AM
From: Glenn D. Rudolph  Respond to of 164684
 
Glenn what understand the Analyst are mixed on Vign. The down grade was because of
increasing competition within the sector.


Mark,

I need to bring myself up to date on my research on VIGN.



To: Mark Fowler who wrote (106506)7/27/2000 10:18:38 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
Since you like Beas, why don't you trade your vign for beas. Vign competes directly with broadvision, as Bill says that is "amazon in a box" or the turnkey storefront providers, and that is somewhat last years news. Bea otoh has a bunch of new technologies for extra-enterprise transactions, which is the "new thing".