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

To: Carl R. who wrote (74)	2/5/2001 1:42:54 AM
From: BelowTheCrowd	Respond to of 183

True, but look at how much they had to spend on marketing in order to make those sales. Saying anybody dominates the market is extremely premature. Most companies aren't even looking at EIPs. The vast bulk of the market doesn't even exist yet. They clearly are gaining traction with early adopters. Often a good thing, but frequently unsustainable over a long period of time. They do have a great PR machine, and that's worked well for them. mg

To: Carl R. who wrote (74)	2/5/2001 8:39:33 AM
From: Thomas DeGagne	Respond to of 183

The table looks great Carl, and so do the results. PLUM is wipping VIAD & SQSW. Question, does PLUM SW run on Unix/Linux or just NT? Did they give a timeframe for the IPO? Who will lead it? What has allowed PLUM to take the lead in sales, the product or the sales & marketing? If its the product, what advantages does it have over VIAD, SQSW, HUMC (of particular importance to me). The EIP companies have performed very well this year. Did you get a chance to review the comparison graphs I put together? Do you still feel that pure play EIP companies (VIAD, SQSW, & PLUM) will survive independently?

To: Carl R. who wrote (74)	2/5/2001 9:10:23 AM
From: Thomas DeGagne	Respond to of 183

New Cognos AA suite. Sounds very comprehensive. Message 15298661

To: Carl R. who wrote (74)	2/8/2001 7:11:33 AM
From: Carl R.	Read Replies (1) \| Respond to of 183

Revised comparison tables: 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 TOPT 3.7 4.2 5.5 na License Rev VIAD 4.2 5.3 6.4 2.7 SQSW 3.0 3.3 4.5 na PLUM 2.7 3.2 5.9 12.2 TOPT 2.0 2.6 2.8 na 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 TOPT 1.4 1.9 2.1 na 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 TOPT 4.0 5.7 5.8 na Deferred Revenue VIAD 4.0 4.7 4.7 SQSW .7 1.0 na PLUM 3.2 8.5 16.5 TOPT .5 .6 na Carl