NEW YORK, June 16, 2000 (PRIMEZONE) -- Thirteen leading analysts and top management from ninety-seven sector firms examine Investing Strategies in this special 364-page U.S. Bancorp Piper Jaffray Conference Issue from The Wall Street Transcript (212/952-7433) or http://www.twst.com/info/info114.htm.
1) Internet Software Infrastructure - In an in-depth (3,400 words) Analyst Interview, Hany Nada, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, trends on the demand side, his valuation methodology, and shares specific stock recommendations.
Nada explains his approach to the internet services sector. "I tend to look at the customer profiles of these companies. We do a lot of channel-checking with the customers and to figure out why they're using the software they use and why they are not using some other software. Why are their preferences the way they are. That's just to make sure that what the company is saying matches the reality that a lot of the customers are experiencing."
BroadVision (Nasdaq:BVSN) is the biggest player in terms of actual revenue, states Nada. "They provide e-business platforms for the Global 1000. The company has been very consistent over the last year and a half in terms of growth rates, sequentially growing roughly 50% per quarter. I think it has a very strong technology platform, with a very strong management team."
Nada cites Vignette (Nasdaq:VIGN) as an exemplary growth story. "Vignette is the fastest-growing software company (so far) in history. They are growing in excess of 70% on a sequential basis, 550% on a year-over-year basis. They also provide e-business platforms for the Global 1000."
Nada highlights Art Technology (Nasdaq:ARTG). "I think they have got the most leading-edge products. And I think they have got a tremendous amount of support from third-party systems integrators. What Art has done is to develop an almost eagle-eye focus on getting systems integrators trained and up-and-running on their software, so that they can go in and resell and deploy the system."
Nada sees value in Net Perceptions (Nasdaq:NEPT). "Net Perceptions provides customer interaction software. It allows you to interact with your customer over the Web, over the telephone, over e-mail and in physical store locations. There are a lot of companies providing services over the Internet that are, in terms of valuations, extremely inexpensive, given growth rates of upwards of 100%."
This 364-page U.S. Bancorp Piper Jaffray Conference Issue also features:
2) Outlook for U.S. Bancorp Piper Jaffray - In an in-depth (1,600 words) Analyst Interview, Thomas Schreier, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the five sectors he covers, and highlights the theme of this year's conference.
3) IT Infrastructure - In an in-depth (1,100 words) Analyst Interview, Ashok Kumar, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, demand/supply issues, new technology applications, and shares specific stock recommendations.
4) Wireless Communications Stocks - In an in-depth (2,300 words) Analyst Interview, Samuel May, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, sector trends, the mobile internet, the U.S. Bancorp Piper Jaffray Wireless Index, and shares specific stock recommendations.
5) B2B E-Commerce - In an in-depth (4,100 words) Analyst Interview, Jon Ekoniak, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, various business models in the sector, and shares specific stock recommendations.
6) Outlook for Electronic Commerce - In an in-depth (3,900 words) Analyst Interview, Stephen Franco, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, online financial services, investment trends, and shares specific stock recommendations.
7) Network Infrastructure - In an in-depth (1,800 words) Analyst Interview, Conrad Leifur, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including the DSL niche, optical networking technology, mergers and acquisitions activity, and shares specific stock recommendations.
8) Biotechnology Stocks - In an in-depth (3,600 words) Analyst Interview, Mark Augustine, Senior Research Analyst with U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including criteria to look for in a biotechnology company, advances in infectious diseases, and shares specific stock recommendations.
9) Financial Business Services - In an in-depth (4,500 words) Analyst Interview, Bradley Berning, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including common characteristics of Financial Business Services companies, investment themes or trends, and shares specific stock recommendations.
10) Healthcare Services - In an in-depth (3,700 words) Analyst Interview, William Bonello, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including reimbursement basis for Healthcare Services companies, trends in reimbursement, and shares specific stock recommendations.
11) Lifestyle Retailing - In an in-depth (3,700 words) Analyst Interview, Jeffrey Klinefelter, Senior Research Analyst at U.S. Bancorp Piper Jaffray, explains the concept of lifestyle retailing, examines the outlook for the sector, and shares specific stock recommendations.
12) Outlook for E-Health - In an in-depth (2,600 words) Analyst Interview, Daren Marhula, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector on the business-to-consumer and on the B2B side, and shares specific stock recommendations.
13) Retail Hardlines Stocks - In an in-depth (4,000 words) Analyst Interview, Rebecca Yarchover, Senior Research Analyst at U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including retail hardlines companies, consumer electronics, and shares specific stock recommendations.
14) CEO/Company Interviews - Top management of ninety-seven sector firms examine the outlook for their firm and the sector. Firms include:
AmeriCredit, Bridge Medical, Cintas, click2learn.com, Community First Bankshares, Delano Technology, Equifax, Harris Interactive, HEALTHSOUTH, IntraNet Solutions, JDS Uniphase, Layton BioScience, Lightspan, Lionbridge Technologies, Metris Companies, Multex.com, National Discount Brokers Group, OraPharma, RADVision Ltd., Retek, 99 Cents Only Stores, Abercrombie & Fitch Company, ADC Telecommunications, Allos Therapeutics, Alloy Online, American Dental Partners, American Express Company, AmeriPath, Applebee's International, Aspect Communications, Bluefly, C.H. Robinson Worldwide, Clarus, Coldwater Creek, Commerce One, Confer Software, Davox, Ecolab, Electronics for Imaging, Eloquent, ePocrates, E-Tek Dynamics, Expeditors International of Washington, Family Dollar Stores, Fidelity National Financial, Gateway, Go2Net, Guitar Center, H.B. Fuller Company, Hanger Orthopedic Group, Heller Financial, HomeServices.com, Hormel Food Corp., iManage, Insight Enterprises, Interactive Intelligence, iVillage, Landec, Liberate Technologies, LookSmart Ltd., Macrovision, MCK Communications, MedChannel, Media 100, Metron Technology NV, Michael Foods, Mortgage.com, National Instruments, Natrol, Netcentives, NETsilicon, Network Commerce, NextCard, Nu Skin Enterprises, Online Resources & Communications, OrthAlliance, Performance Food Group, Pinnacle Systems, Primus Telecommunications Group, Redback Networks, Regis, RehabCare Group, Restoration Hardware, School Speciality, SelfCare.com, SimplyHealth.com, Spiegel, Splash Technology Holdings, Starbucks, T/R Systems, TCF Financial, TMP Worldwide, Tuesday Morning, U.S. Bancorp, Uno Restaurant, Witness Systems, Xchange.
To obtain a copy of this 364-page U.S. Bancorp Piper Jaffray Conference Issue, call (212) 952-7433 or see http://www.twst.com/info/info114.htm.
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