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Technology Stocks : Open Market (OMKT) -- Ignore unavailable to you. Want to Upgrade?


To: Ray R. Harris who wrote (875)1/1/1999 5:29:00 PM
From: John F Beule  Read Replies (1) | Respond to of 2004
 
I did, here's the comparison:

BVSN:

descr: personal marketing software
trading range, 3 mo: 10-35
P/S: 17
Cash: 62 mil
mkt cap: 787
revs: 36 mil
Customers: 200+
bottom line:
hot stock, but too few customers control its destiny.

OMKT:

descr: high-end volume trans biz
trading range, 3 mo: 8-13
P/S: 7
Cash: 41 mil
revs: 61 mil
Customers: 600+

wild card bottom line: Vignette (I'll say it again). Vignette does the same thing as BVSN, it will go public next year. Vignette works with OMKT, competes directly against BVSN. Vignette will eat BVSN's lunch. If BVSN wins an alliance, it usually has OMKT winning with it, not the other way around. BVSN and OMKT are not direct competitors. In the truest sense, combined, they offer a complete package.

Hope this helps

John B



To: Ray R. Harris who wrote (875)1/1/1999 10:51:00 PM
From: jan m.  Read Replies (1) | Respond to of 2004
 
Ray--I looked at BVSN awhile back--but saw too many posts about their aggressive accounting practices. I think OMKT has more upside potential, if they can pull off a decent quarter. Jan



To: Ray R. Harris who wrote (875)1/7/1999 12:28:00 PM
From: jan m.  Read Replies (1) | Respond to of 2004
 
Ray---Good thing I didn't follow your advice--not to rub it in, but OMKT has signed two major contracts in the past week, and BVSN hasn't announced anything since Dec. Are you still recommending BVSN over OMKT? Jan