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Vignette serves up healthy first day
FEBRUARY  19, 1999    HERRING INVESTOR
The power behind Internet publishing debuts -- finally -- on the Nasdaq, rising 125 percent from its $19 offering price.  


Infoseek, Starwave clean house for Disney
FEBRUARY  19, 1999   
While Starwave underlings neaten their desks for Disney CEO Michael Eisner, Patrick Naughton is cleaning house at Infoseek. Also: Former Narrowline executives turn up at the EFF and Technical Communities.  

Which way are Net stocks headed?
FEBRUARY  19, 1999    HERRING INVESTOR
Profit-taking and weak first-quarter projections keep the lid on share prices -- but the pot's still boiling.  

Index Analysis: IPO 100 drifts
FEBRUARY  19, 1999    HERRING INVESTOR
Market indexes vacillate as a scarcity of hot news dulls investor interest. Despite this, Vignette and WebTrends had great debuts today, although the Pinnacle Holdings IPO failed to impress.  

Venture capital review
FEBRUARY  19,  1999    VENTURE CAPITAL
It's been a busy month for venture capitalists. A raft of new funding announcements presage future IPOs.  





INSIDER NEWS & ANALYSIS

HERRING INVESTOR

VENTURE CAPITAL

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Building the Web

When Allaire went public last month, I wrote that the public was warming up to infrastructure companies, but today I'd like to focus on the subset of Web server tools.

My dynamic duo of companies that make Web-building products, Allaire and Vignette (Nasdaq: ALLR, VIGN), are now both public -- Vignette went out today. Allaire, maker of ColdFusion, has the edge in number of customers, but its deals are smaller than Vignette's, whose StoryServer product is known both for its robustness and its high price.

Also soon to go public is NetObjects, which IBM acquired in 1997. NetObjects' Fusion is brilliant for Web design, but the company has had rocky growth, and the product hasn't exactly become synonymous with site management the way ColdFusion and StoryServer have, despite its inclusion into several of IBM's Lotus Notes packages. Still, these three products are different enough from each other that each could have a long and successful future.

-Rafe Needleman, Editor

LATEST NEWS

  Vignette serves up healthy first day

FURTHER READING

  Allaire doubles; Vignette troubles?

  The Herring 100: Vignette

  NetObjects CEO Samir Arora lives in the spotlight


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