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Technology Stocks : Enterprise Information Portals (EIP) -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (35)	1/18/2001 1:50:27 PM
From: Thomas DeGagne	Respond to of 183

ActionPoint Announces Relationship With Xerox Connect Xerox Connect Integrates ActionPoint Dialog Server, Enterprise Server, and InputAccel Products into New E-Business Solution for Customers Worldwide biz.yahoo.com ActionPoint(TM), Inc., a leading provider of e-commerce interaction management software, today announced that Xerox Connect(TM) has developed and released their new Electronic Knowledge Information Management System (eKIM) based on software from ActionPoint and from ActionPoint's collaborative commerce software partner, OpenText(TM) Corporation

To: Carl R. who wrote (35)	1/22/2001 6:09:43 PM
From: Thomas DeGagne	Respond to of 183

Hummingbird Smells Nectar In The Corporate Portal Market technologyevaluation.com This is an excellent summary of how Hummingbird acquired and integrated technologies to build their portal product. It also discusses the EIP market in general. This site also has an article on PlumTree: Plumtree Fuels Growth With New Corporate Portal Product technologyevaluation.com

To: Carl R. who wrote (35)	1/25/2001 1:52:09 PM
From: Thomas DeGagne	Read Replies (1) \| Respond to of 183

I thought that this post I made would also be relevant to this thread discussion: I believe the vast majority of analysts are too focused on the past and lack sufficient understanding of the technology industry to visualize the future. Almost every forecast I see is strictly linear: inflection points where companies experience non linear growth are generally missed. New product releases and mergers are two examples of inflection points for which there is a wealth of information and very poor analysis. Analysts always believe that a merger will instantly transform the combined companies and often grow frustrated six months later. That's when I buy. What really amazes me is that there appears to be a fear of SW product releases in the investment community. Irrational exuberance is displayed before a product is available followed by a fear that no one will buy it. I believe that for complex SW products (ERP, DBMS, CAD, programming tools) there are two phases to new product adoption. First sales of the old product version fall due to discounting and purchase delays. Many customers defer purchases until the new release is available. This results in an earnings disappointment with lower license revenues. Analysts then downgrade the company. This is when you buy the stock. The next phase is a large sequential increase in revenues when early adopters buy the new release. There are usually incentives to upgrade offered by the companies as well. Profits soar and analysts upgrade the company. Using this method I have done very well with SW companies.