VIGN - News and Analysis from Seeking Alpha 'VIGN' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/vign ECM Companies: And Then There Was One... http://seekingalpha.com/article/144729-ecm-companies-and-then-there-was-one?source=feed 144729 by Brenon Daly

With the US government having blessed on Friday the pending marriage between Open Text (OTEX) and Vignette (VIGN), the only remaining obstacle in the $310m pairing is a vote by Vignette shareholders next month. And we expect pretty quick approval of the offer from Vignette’s long-suffering shareholders, who had seen their shares lose half their value in the half-decade preceding Open Text’s move. Over that same period, Open Text stock had gained about 16%, handily outperforming the 15% loss posted by the broader Nasdaq Index. (Share price is important in this transaction because Open Text is paying roughly one-third of the bill for Vignette in equity. Open Text stock is up nearly 10% since the deal announcement.)

]]> Tue, 23 Jun 2009 03:57:08 -0400 The 451 Group: Inorganic Growth The 451 Group: Inorganic Growth submits:

by Brenon Daly

With the US government having blessed on Friday the pending marriage between Open Text (OTEX) and Vignette (VIGN), the only remaining obstacle in the $310m pairing is a vote by Vignette shareholders next month. And we expect pretty quick approval of the offer from Vignette’s long-suffering shareholders, who had seen their shares lose half their value in the half-decade preceding Open Text’s move. Over that same period, Open Text stock had gained about 16%, handily outperforming the 15% loss posted by the broader Nasdaq Index. (Share price is important in this transaction because Open Text is paying roughly one-third of the bill for Vignette in equity. Open Text stock is up nearly 10% since the deal announcement.)


Complete Story »]]> AUTNF.PK OTEX VIGN The 451 Group: Inorganic Growth Open Text Bid for Vignette a Positive for RBC http://seekingalpha.com/article/136451-open-text-bid-for-vignette-a-positive-for-rbc?source=feed 136451 Open Text Corp.'s (OTEX) bid for U.S. software vendor Vignette Corp. (VIGN) was received with open arms by RBC Capital Markets analyst Mike Abramsky and took some of the sting away from the enterprise content manager's fiscal third quarter revenue miss and cautious outlook.

Open Text Corp. said Wednesday it will purchase Vignette for $310-million in a friendly cash and stock acquisition. Later in the day, the company announced fiscal third quarter results, including revenues during the period of $192-million and earnings of $.41 per share.

]]> Fri, 08 May 2009 06:00:37 -0400 FP Trading Desk FP Trading DeskFP Trading Desk submits:

Open Text Corp.'s (OTEX) bid for U.S. software vendor Vignette Corp. (VIGN) was received with open arms by RBC Capital Markets analyst Mike Abramsky and took some of the sting away from the enterprise content manager's fiscal third quarter revenue miss and cautious outlook.

Open Text Corp. said Wednesday it will purchase Vignette for $310-million in a friendly cash and stock acquisition. Later in the day, the company announced fiscal third quarter results, including revenues during the period of $192-million and earnings of $.41 per share.


Complete Story »]]> OTEX VIGN FP Trading Desk Vignette Corporation Q1 2009 Earnings Call Transcript http://seekingalpha.com/article/133771-vignette-corporation-q1-2009-earnings-call-transcript?source=feed 133771

Vignette Corporation (VIGN)

Q1 2009 Earnings Call Transcript

]]> Tue, 28 Apr 2009 20:39:12 -0400

Vignette Corporation (VIGN)

Q1 2009 Earnings Call Transcript


Complete Story »]]> VIGN Vignette Corp. Q4 2008 Earnings Call Transcript http://seekingalpha.com/article/118316-vignette-corp-q4-2008-earnings-call-transcript?source=feed 118316 Vignette Corp. (VIGN)

Q4 2008 Earnings Call

February 03, 2009; 05:00 pm ET

]]> Tue, 03 Feb 2009 22:46:15 -0500 Vignette Corp. (VIGN)

Q4 2008 Earnings Call

February 03, 2009; 05:00 pm ET


Complete Story »]]> VIGN Vignette Pays Price for Annual Repositioning http://seekingalpha.com/article/113637-vignette-pays-price-for-annual-repositioning?source=feed 113637 Vignette (VIGN) may be just the first of a long line of enterprise software suppliers to pre-announce (and then formally report) very bad year-over-year and quarter-over-quarter compares. Or it might be the poster child for losing out in the enterprise-software market by changing positioning almost annually.

On January 5, Vignette said--on a preliminary basis--that its quarter 4 (Q4) 2008 revenue would be down 32% vs. the same quarter on 2007. Worse, its Q4 license revenue would be down as much as 60% in the same compare.

]]> Wed, 07 Jan 2009 08:28:15 -0500 Dennis Byron Dennis Byron submits:

Vignette (VIGN) may be just the first of a long line of enterprise software suppliers to pre-announce (and then formally report) very bad year-over-year and quarter-over-quarter compares. Or it might be the poster child for losing out in the enterprise-software market by changing positioning almost annually.

On January 5, Vignette said--on a preliminary basis--that its quarter 4 (Q4) 2008 revenue would be down 32% vs. the same quarter on 2007. Worse, its Q4 license revenue would be down as much as 60% in the same compare.


Complete Story »]]> VIGN Dennis Byron Vignette Corp. Q3 2008 Earnings Call Transcript http://seekingalpha.com/article/107097-vignette-corp-q3-2008-earnings-call-transcript?source=feed 107097 Vignette Corp. (VIGN)

Q3 2008 Earnings Call

October 30, 2008 5:00 pm ET

]]> Thu, 20 Nov 2008 12:00:41 -0500 Vignette Corp. (VIGN)

Q3 2008 Earnings Call

October 30, 2008 5:00 pm ET


Complete Story »]]> VIGN Vignette Corp. Q2 2008 Earnings Call Transcript http://seekingalpha.com/article/86817-vignette-corp-q2-2008-earnings-call-transcript?source=feed 86817 Vignette Corp. (VIGN)

Q2 2008 Earnings Call

July 24, 2008 8:00 am ET

]]> Thu, 24 Jul 2008 13:16:05 -0400 Vignette Corp. (VIGN)

Q2 2008 Earnings Call

July 24, 2008 8:00 am ET


Complete Story »]]> VIGN Vignette Corporation Q1 2008 Earnings Call Transcript http://seekingalpha.com/article/74429-vignette-corporation-q1-2008-earnings-call-transcript?source=feed 74429 Vignette Corporation (VIGN)

Q1 2008 Earnings Call

April 23, 2008 5:00 pm ET

]]> Mon, 28 Apr 2008 11:50:11 -0400 Vignette Corporation (VIGN)

Q1 2008 Earnings Call

April 23, 2008 5:00 pm ET


Complete Story »]]> VIGN Under The Radar News - Friday http://seekingalpha.com/article/71990-under-the-radar-news-friday?source=feed 71990 Same old, same old. Lehman (LEH) is using its new-found welcome at the Fed's discount window to play some of the same games that brought on the credit crisis. In recent weeks, it created a $2.8B vehicle named Freedom, into which it dumped risky LBO debt. It then turned to the Fed and used Freedom (apropos) as collateral against a short-term cash loan, effectively flipping high-risk debt into cash it could use to finance its day-to-day business. Equally shocking its that $2.26B of the securities were rated investment-grade by S&P. "For investment banks to go back to the ratings firms and say, 'Here's a new structure for you to rate investment grade' -- that's shocking to me," one debt strategist said. Sources say the move was a test to see just how far the Fed would go. Wall Street insiders called the move "brilliant" and said others would follow suit. It seems the discount window ain't so stigmatized after all.

Bear investor says fooled by execs. Billionaire H. Roger Wang is suing Bear Stearns (BSC) for allegedly duping him and his wife into buying shares before the March 16th collapse, and illegally liquidating their account after Wang and his wife refused to send in unpaid balances. Wang paid $6.56M for 150,000 shares at prices between $71.96 and $33.44, which were liquidated for $947,000. He claims that on March 11, he was told by a Bear executive the firm was "financially sound, that its stock value should be at least $85 per share, and that now was a great time to invest in the stock." He argues Bear "concealed highly relevant information about Bear Stearns, including specifically its extremely poor and disastrous financial condition."

]]> Fri, 11 Apr 2008 10:10:57 -0400 SA Editor Eli Hoffmann Same old, same old. Lehman (LEH) is using its new-found welcome at the Fed's discount window to play some of the same games that brought on the credit crisis. In recent weeks, it created a $2.8B vehicle named Freedom, into which it dumped risky LBO debt. It then turned to the Fed and used Freedom (apropos) as collateral against a short-term cash loan, effectively flipping high-risk debt into cash it could use to finance its day-to-day business. Equally shocking its that $2.26B of the securities were rated investment-grade by S&P. "For investment banks to go back to the ratings firms and say, 'Here's a new structure for you to rate investment grade' -- that's shocking to me," one debt strategist said. Sources say the move was a test to see just how far the Fed would go. Wall Street insiders called the move "brilliant" and said others would follow suit. It seems the discount window ain't so stigmatized after all.

Bear investor says fooled by execs. Billionaire H. Roger Wang is suing Bear Stearns (BSC) for allegedly duping him and his wife into buying shares before the March 16th collapse, and illegally liquidating their account after Wang and his wife refused to send in unpaid balances. Wang paid $6.56M for 150,000 shares at prices between $71.96 and $33.44, which were liquidated for $947,000. He claims that on March 11, he was told by a Bear executive the firm was "financially sound, that its stock value should be at least $85 per share, and that now was a great time to invest in the stock." He argues Bear "concealed highly relevant information about Bear Stearns, including specifically its extremely poor and disastrous financial condition."


Complete Story »]]> AAPL BBI BK BSC DIA GE HPQ IWOV LEH LUV MSFT NFLX ORCL OTEX QQQQ SAP SPY STI USB VIGN SA Editor Eli Hoffmann