SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Open Market (OMKT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Fern Gult who started this subject2/12/2001 9:01:49 PM
From: Blue Voodoo  Read Replies (1) of 2004
 
OMKT reported this evening. Here's my bottom line fundamental analysis:

Per quarter, OMKT's costs are about $30 mill, or 63 cents per share. Their revenues from content e-biz apps were $8.3 mill, or 17 cents per share (revenues from all other sources are irrelevant, they'll soon be zero). The good news is, those revenues grew 38% in the 4th quarter, despite the wicked slowdown in that part of the economy.

So the key question is how fast they can continue to grow those revenues, especially when the e-recession ends. If they can only(!) sustain 40% per quarter growth, positive profits are one year away, and profits measured in dollars per share are two years away.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext