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

To: Thomas DeGagne who wrote (73)	2/5/2001 12:08:00 AM
From: Carl R.	Read Replies (4) \| Respond to of 183

Plumtree files revised S-1/A: freeedgar.com 1. They expect to raise about $63 million by selling 5 million shares at $14. 2. 29 million shares will be outstanding. 3. They doubled sales for the second consecutive quarter even as VIAD saw a big sales decline. They now clearly dominate the independent EIP market. 4. DSO fell slightly. 5. Deferred revenue doubled, keeping pace with Sales. Total Rev Q1-00 Q2-00 Q3-00 Q4-00 VIAD 5.3 7.4 8.4 5.0 SQSW 4.0 4.3 5.3 na PLUM 3.9 4.9 8.7 16.6 License Rev VIAD 4.2 5.3 6.4 2.7 SQSW (I don't have handy) PLUM 2.7 3.2 5.9 12.2 R&D Spending VIAD 2.9 3.0 2.8 2.1 SQSW 1.9 1.5 2.2 na PLUM .9 1.3 2.7 2.8 Marketing Spending VIAD 6.3 7.2 7.0 7.7 SQSW 3.7 5.2 5.1 na PLUM 2.2 4.2 6.7 10.6 Deferred Revenue VIAD 4.0 4.7 4.7 SQSW .7 1.0 na PLUM 3.2 8.5 16.5 One additional observation is that nearly all PLUM's sales are in the US, while VIAD is strong in Korea. It used to be easy to line up columns on SI, but now they have screwed with the fonts and I can't get anything to work right, darn it. I hope this looks ok. I edited it about 15 times to get it better (on my screen), and now it looks OK to me. Carl