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 : CustomTracks Corporation (CUST)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: levy who wrote (617)6/6/1999 9:43:00 PM
From: Rajiv  Read Replies (1) of 2514
 
The remark from Kramp was probably a result of over-enthusiasm over the prospects of a new job. He made the comment before even starting his new job leave alone seeing the product.

IMO, the internet-based trust field will develop into a 5-10 Billion (on a market cap basis) industry a few years from now. The Joseph Charles report made a mistake in assuming that 1% market share deserves a market cap of 3.5 Billion. VRSN has a market cap of 3 Billion not because it has 1% (I am not even sure if this # is correct) but because it is perceived as the leader. Its technology is embedded in both the Microsoft IE and the Netscape browsers. The top 25 e-commerce sites are all VRSN's customers. MSFT even owns VRSN stock.

IMHO, VRSN is overvalued. Its sequential revenue growth rate is around 20% - not good enough for its current valuation.

Regards.
Rajiv
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News