W) QNTS – quick and loose
Rated a WATCH
Reason for DD
request
Business
Quintus Corporation provides a comprehensive e-Customer Relationship Management or eCRM solution to manage customer interactions, such as customer orders, inquiries and service requests, and deliver consistent customer service across multiple communication channels, including the Internet, email and the telephone. The Company's eContact software suite includes applications that address the needs of customer service representatives and agents in sales and service, consumer relations, technical support and human resources centers and a routing engine to manage customer interactions. These applications and the Company's routing engine can be sold separately or in a group. eContact enables companies to handle high volumes of customer interactions and leverage opportunities to sell additional products and services to their customers
Competitors
News
Aug. 23, 2000—Quintus Corporation, (Nasdaq:QNTS), a leading provider of electronic customer
relationship management (eCRM) solutions, today announced that its eContact Suite was chosen Best of Show in the Online Customer Service Tool category at Advanstar Communications' 12th Annual ICCM 2000 Conference & Exposition, held August 8 - 10 in Chicago, IL.
20-Jul-00 AFTER THE CLOSE
Quintus (QNTS) 20 -2 3/8: Reports Q1 loss of $0.04 a share, $0.05 better than the First Call consensus of ($0.09), vs year-ago earnings of $0.01; revenues rose 79.7% to $18.50 mln from a year-ago of $10.29 mln;
19-Apr-00 AFTER THE CLOSE
Quintus Corp (QNTS) 13 5/8 +2: Reports Q4 loss of $0.06 a share, $0.04 narrower the First Call consensus of ($0.10), vs year-ago loss of $0.01; revenues rose 95.5% to $16.604 mln from a year-ago of $8.493 mln;
28-Feb-00 BEFORE THE OPEN
Quintus (QNTS) 48 1/4: Company to acquire Mustang.com Inc. (MSTG 25 7/8), provider of Trusted eService Solutions in a stock merger valued at approximately $290 mln. MSTG holders will receive 0.793 shares of QNTS common for each MSTG share held, valuing MSTG at $38.26 per share, a 48% premium.;
Analysts and Other
eCRM Sector : The bad news flow seems never-ending from this troubled sector, and the downgrades just keep on coming. Our two latest victims are Prime Response (PRME) and Exchange Applications (EXAP), both companies will not hit their EPS estimates this quarter by a wide margin. As a result, we're seeing downgrades and overall sector weakness that has haunted even the bigger names in the sector. BVSN, EPNY, VIGN, KANA are all on the defensive again. The number of companies in this space is huge, there are low barriers to entry, but those barriers were even lower last year when so many of these companies came to the public markets. With the failure of many dotcoms, the rush for the traditional companies to establish a strong presence on the Web has in most cases passed and in many cases, just isn't being treated with the same urgency as we witnessed last year. The result is a more selective eCRM customer that takes more time to evaluate alternatives, places a premium on service as well as fuctionality and is more likely to choose an established, full functionality CRM vendor. The warnings we're seeing in this sector are coming from the second and third tier companies: EXAP, PRME, VIAN, ALLR, CYSV, etc. We have not seen any warnings from the big players like KANA, EPNY, VIGN, BVSN, SEBL, ORCL, although none of those stocks have had a good quarter, all down over 30% since July except for ORCL which is flat with July levels and SEBL which is up about 30%. There certainly are some buying opportunities in those beaten-up names, but the problem lies in market sentiment. Investors are scared, and will probably remain so for a while. If you have some patience, there is long-term value in the sector and in addition to the above six tickers, we'd also recommend investigating ARTG and IWOV as long-term winners in the space. - Matt Gould, Briefing.com
12-Sep-00 09:30 -- 10:00 ET
Quintus (QNTS) 13 13/32 +21/32: CE Unterberg Towbin initiates coverage with a BUY rating and price target of $20; firm says QNTS' core telephony expertise is proving to be a key competitive advantage; increasingly, large enterprises are seeking a one-stop-shop solution that addresses all their customer-interaction requirements.
13-Jul-00 15:43 ET
Quintus (QNTS) 24 5/8 +1/4: Hearing trading floor rumors that company might be acquired by Siebel Systems (SEBL 178 3/4 +1 3/16); just rumors at this point, but it's notable that QNTS and SEBL announced a global reseller, marketing and technology alliance back on May 22.
21-Jul-00 11:00 -- 12:00 ET
Quintus (QNTS) 18 -2: Wit SoundView initiates coverage of CRM software developer with a STRONG BUY rating and price target of $40.
09-Jun-00 11:00 -- 12:00 ET
Quintus Corp (QNTS) 12 9/16 -1 1/4: FAC/Eqts First Albany initiates coverage with a BUY rating. eCRM solutions, such as those provided by Quintus, have great growth potential as evidenced by the multitude of eTailers needing to provide some form of customer service capability and by the fact that less than 10% of the approximately 70,000 call centers in the U.S. have some form of Web capability.
31-Mar-00 BEFORE THE OPEN
Quintus Corp (QNTS) 27 1/2: DLJ says yesterday's sell-off hit QNTS particularly hard, presents an attractive entry point; company remains extremely well positioned to take advantage of the fast growing e-CRM market. Rating is BUY.
Numbers
Revs 10.3M to 11.8M to 13.5M to 16.1M to 18.5M Jun 00
EPS (0.12) a to (0.06)a to (0.04)a Jun00 per breifing
52-Week Low on 6-Oct-2000 $3.938
Recent Price $5.313
52-Week High on 17-Nov-1999 $59.25
Market Capitalization $212.5M
Shares Outstanding 40.0M
Float 21.2M
Price/Book (mrq) 0.57
Price/Earnings N/A
Price/Sales (ttm) 2.38
Internet Posts of Note
Insiders
Chart
Falling knife. Nothing positive
Links
Summary
I own ORCL and have owned SEBL the #2 and #1 vendors in this eCRM sector. I see ORCL and SEBL putting the death blows to competitors as MSFT did with operating systems in the early 1980s. SEBL is got people justifying KANA, QNTS valuation for a purchase, but industry wants a compatible system and smaller players are getting sold off. QNTS unprofitability makes it a WATCH. SEBL is profitable.
Jack |
