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June 28, 2002

IE Index

Continued from Page 1

INTEGRATION

Acxiom Corp.
As intelligent enterprises demand more and more information, Acxiom will be there to deliver it.

Ascential Software Corp.
Swallowed up data cleanser Vality, data profiler Metagenix Inc.'s MetaRecon technology, and Torrent Systems. That's one strong product line.

Data Junction Corp.
An imminent release that's rumored to be a key e-business integration tool could produce a stellar year.

DataMirror Corp.
Reorganized to become more "solutions-driven" with the new LiveBusiness Framework.

Hummingbird Ltd.
Can rebranded, newly consolidated product line renew interest in Hummingbird solutions?

Plumtree Software Inc.
Still the leader in corporate portal mind share.

SeeBeyond
Momentum was stalled by questionable accounting practices. Are customers waiting for the other shoe to drop?

Software AG
Tamino is a well respected XML database server, but new customers will be scarce in 2002.

Sybase Inc.
Making good process in repositioning itself as a provider of information integration solutions.

Tibco Software Inc.
Working hard to capitalize on the interest in Web services, but competition is fierce.

Vitria Technology Inc.
So far, a new focus on vertical integration software isn't delivering profitability.

WebMethods Inc.
Successful partner relationships keep the company on the enterprise integration A-list.

INFRASTRUCTURE

AvantGo Inc.
Targeting new verticals that will help increase enterprise sales, but will profitability follow?

Borland Software Corp.
Borland's back: a streak of profitable quarters and a growing product line put the company in good stead.

Dell Computer Corp.
Look out, HP/Compaq: Dell is finally flexing its muscles in the high-end server market.

EMC Corp.
IBM, Sun, and Hitachi Data Systems have EMC squarely in their crosshairs, and next-generation products won't enhance sales until 2003.

Harte-Hanks Inc.
Big win: Oracle is embedding Trillium technology into Oracle9i Warehouse Builder. Plus, Vality is no more.

Hewlett-Packard/Compaq Computer Corp.
After winning merger approval in a controversial proxy battle, can HP and Compaq beat swords into plowshares?

Hitachi Data Systems Corp.
Is pushing EMC hard, as evidenced by the latter's patent infringement lawsuit.

Inktomi Corp.
A deal with Fujitsu opens up new markets, but profitability is still just a memory.

NetIQ Corp.
NetIQ is working on a good year with new leadership and revamped Web analytic software.

Rational Software Corp.
The new S&P 500 member continues its solid performance as the leading provider of modeling tools.

Red Hat Inc.
Red Hat's transition from retailer to solutions provider is official with 10 large-scale customer wins.

Sun Microsystems Inc.
Retirement of true believer Ed Zander has analysts concerned. Can Sun One pull the company out of its slump?

COLLABORATIVE COMMERCE

Ariba Inc.
Ariba's success in selling its new "sourcing" software contributed to a break-even first quarter.

Blue Martini Software Inc.
Despite critical acclaim and delivery of new features, Blue Martini's persistent losses suppress market cap.

BroadVision Inc.
An OEM agreement with IBM wasn't enough to stop BroadVision's stock from declining after restatement of earnings.

Camstar Inc.
Analysts say Camstar is gaining traction with its multisite MES, on track to increase revenue this year.

Documentum Inc.
Better than expected sales narrowed Documentum's losses significantly.

E.piphany Inc.
New release has all the bells and whistles and the company has the right vision, but enterprise apps vendors are chipping away.

i2 Technologies Inc.
CEO Greg Brady left i2 the day before a dismal first quarter announcement, replaced by founder Sanjiv Sidhu.

Manugistics Group Inc.
Significant contract wins seem to support Manugistics' expectation of profitability by 2003.



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Oracle Corp.
Oracle continues to take hits, such as losing database market share to IBM and a public battle with the California government.

Peregrine Systems Inc.
Peregrine Systems shed officers as a financial scandal rocked the company.

SeeCommerce
SeeCommerce won a significant retail customer, enhanced its products, and maintains auspicious industry and academic support.

Syncra Systems Inc.
Syncra, besides growing rapidly, is taking further steps to ensure interoperability in the collaborative planning, forecasting, and replenishment (CPFR) market.









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