Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Kimberly Lee who wrote (14332)	8/23/1999 8:40:00 AM
From: gizmo&jack	of 108040

Kimberly, I truly think this is a triple digit stock by yearend. Ketih Benjamin at BRS, whom I am sure you know, is more excited about this stock and its market opportunity than any other stock I have seen since EBAY. And over time, he usually is pretty on target. Which is not to say that I take his word blindly. I have ignored his picks many times succesfully. But the logic and dd behind his STMP report is really overwhelming. A $60B market in stamps. STMP has first mover advantage (all important on the net) by virtue of its being the only software-based internet stamp company at the moment (at least 12 months ahead of the next software competitor, Neopost, in the opinion of Benjamin). And what people don't realize yet is that this is not a stamp company! It is a technology company. It will expand into printing airline tickets, DMV renewal, etc. or else license out its software for such items. It has the potential to do expand exactly in the same manner that AMZN did and people just don't recognize it yet.

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