Take a look at how many deals Vignette did last year. Not many! Matt Liotta President & CEO Montara Software, Inc. http://www.montarasoftware.com/ 888-408-0900 x901
> -----Original Message----- > From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED]] On > Behalf Of John Downs > Sent: Monday, February 17, 2003 4:21 PM > To: Steve Drucker; '[EMAIL PROTECTED]' > Subject: RE: [cms-list] Divine? > > Steve, > > The company has $335M in cash and short-term investments and burns $34M in > cash per quarter. > Consequently, the company has enough cash for 9.85 quarters or 2.46 years > at current burn rate. > They have been cleaning up their balance sheet over the last year with > some major right offs. Who > knows what will happen but it sure is interesting sitting on the sideline > and watch. > > --- Steve Drucker <[EMAIL PROTECTED]> wrote: > > Well, according to Yahoo (http://biz.yahoo.com/fin/l/v/vign.html), > Vignette > > may have around 270 mil in assets, but they've also got a solid burn > rate > > too...about 20 mil per quarter. Ouch! > > > > Regards, > > Steve Drucker > > CEO > > Fig Leaf Software > > www.figleaf.com > > 1-877-FIG-LEAF > > > > > > -----Original Message----- > > From: Tony Nguyen [mailto:[EMAIL PROTECTED]] > > Sent: Monday, February 17, 2003 12:49 PM > > To: 'John Downs ' > > Cc: '[EMAIL PROTECTED]' > > Subject: RE: [cms-list] Divine? > > > > I don't think Interwoven has the money. But Vignette has $300 millions > in > > the bank... > > > > -----Original Message----- > > From: John Downs > > To: Todd Warfel; [EMAIL PROTECTED]; kwasetis; Steve Drucker; > > [EMAIL PROTECTED] > > Sent: 2/17/2003 11:32 AM > > Subject: Re: [cms-list] Divine? > > > > How about Vignette or Interwoven buying them for the customer base and > > maintenance contracts? > > > > --- Todd Warfel <[EMAIL PROTECTED]> wrote: > > > Maybe Oracle... > > > > > > On 2/15/03 4:03 PM, "John Downs" <[EMAIL PROTECTED]> wrote: > > > > > > > Could be. But the obvious buyers already have either bought > > solutions or > > > > developed their own such > > > > as MS, IBM, Filenet and Documentum. Maybe someone in the ERP space > > due to > > > > divine's > > > > interoperability. But most ERP say they do this anyway. Your guess > > is good as > > > > mine. Should be > > > > interesting to watch. > > > > > > > > Cheers John > > > > > > > > > Cheers! > > > > > > Todd R. Warfel > > > > > > _//message first [method second] > > > .--.==.--.==.--.==.--.==.--.==.--.==.--. > > > _//user experience architect > > > Information architecture > > > Interaction design > > > Usability analysis > > > [P] (607) 339-9640 > > > [E] [EMAIL PROTECTED] > > > [w] http://www.messagefirst.com > > > .--.==.--.==.--.==.--.==.--.==.--.==.--. > > > > > > In theory, theory and practice are the same, > > > but in practice, they're not -- anonymous > > > > > > > > > -- > > > http://cms-list.org/ > > > more signal, less noise. > > > > > > > > > > > > > > > > > > ===== > > John Downs > > Strategic Clarity, Inc. > > 303-748-5851 > > [EMAIL PROTECTED] > > -- > > http://cms-list.org/ > > more signal, less noise. > > -- > > http://cms-list.org/ > > more signal, less noise. > > -- > > http://cms-list.org/ > > more signal, less noise. > > > ===== > John Downs > Strategic Clarity, Inc. > 303-748-5851 > [EMAIL PROTECTED] > -- > http://cms-list.org/ > more signal, less noise. -- http://cms-list.org/ more signal, less noise.
