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


To: steve poon who wrote (1321)4/6/1999 9:07:00 PM
From: Batgirl  Respond to of 2004
 
Thanks steve. Another possibility of takeover.< . With a quarter of
Open Market's revenues, but four times its market cap thanks to an
Internet-style IPO in February, Vignette could actually contemplate buying Open Market. > This week would be nice. Today was fun.



To: steve poon who wrote (1321)4/6/1999 10:05:00 PM
From: WebDrone  Read Replies (2) | Respond to of 2004
 
Steve- have you shopped cyberian outpost?

Heck, they sometimes seem to be GIVING the stuff away! ( outpost.com )

Their software also crashes my browser at least once a vist... which means when their prices go up, I'll go elsewhere. Not the greatest software, those Broadvision CGIs. Try it out.

Web



To: steve poon who wrote (1321)4/7/1999 10:44:00 PM
From: Bradley W. Price  Read Replies (1) | Respond to of 2004
 
You know, I can't believe the tone of these guys. We are in the middle of a revolution on the order of the industrial revolution and these guys are talking about OMKT struggling. I remember the same guys talking about how MSN was going to kill AOL, how overpriced the portals are, etc.....they are a bunch of idiots. That is why I don't subscibe to those rags anymore. 5 million businesses are going online over the next 4 years! WHERE ARE THEY GOING TO GET THEIR SOFTWARE? Behomeths like IBM and MSFT. PLEASE!!!!!!!!!! OMKT has reinvented itself 3 times in the last 3 years. It takes the former 10 years! I am putting my money on OMKT. OMKT is in the sweet spot, and we all are going to make a lot of money. Who baby, baby!

bp



To: steve poon who wrote (1321)4/9/1999 2:05:00 PM
From: rbarsom  Read Replies (3) | Respond to of 2004
 
Steve

I don't think you have done your homework on this open market. OMKT revenues are declining year over year. This is in a space that is growing according to trade groups at 10,000% y/y. Obviously they are the losers in the space. To confirm this their old press releases claimed that they had 60% market share, than 30%, now 20% (you can check this its on the tape). Why aren't the growing? Why are they losing market share? The DSO now stand at 150. The CFO resigned this month and the IR person left wednesday to go to Talbots (call the company they will tell this is a fact). Why would anyone give up stock options in an internet company for Talbots stock unless bussiness was awful. These guys report EPS on April 22, it could be a disaster.