From Ragingbull:
By: TWOLF
Reply To: None
Friday, 25 Jun 1999 at 10:13 AM EDT
Post # of 813
Speaking of Wireless Companies ....
Look, I hate SPAM as much as the next guy, But check my profile and you can see that I did not just join RB today to go around spamming
everyboard in sight. In fact, I found out about this company by someone who posted a message about it on the SNMM board here at RB. I just
want to share what I think is a company that really has great potential with the few boards I have visited in the past. Unlike spam I will actually try
to help you do some DD on the
company. They are into "web to wireless" internet field. The company is called Datalink NETD, ( datalink.net ) and trades on the
OTC, but has always been fully reporting, and is in the process of moving towards a major exchange.
The following are some really valuable links to Conference Calls the company has had in the past two months. They really tell the story well,
better than I can.
videonewswire.com
videonewswire.com
And also a recent interview with Wallstreet Interviews, just scroll down untill you find Datalink.
wallstreetinterview.com
This message is getting long so I will highlight a few key points about why I think this stock will do so well in the nextcouple of months. For lots of
good information join the discussion at NETD board. IRREPORTER is employed by the company to basically be on call with all of our
questions, and he is very good at getting us answers promptly.
1) Only BB stock I know of that has a significant investment by a major investment firm (J.P. Morgan 5-10%)
2) The company is run by an amazing CEO, Anthony LaPine. I can not list all of his achievments but he did start his Career at IBM where he
earned many patents that were instrumental in giving birth to the FLOPPY DISK DRIVE.
3) LaPine came out of semi-retirement just to run this company, because he found this opportunity so compelling.
4)Company already has strategic partnerships with major companies, and are signing up many as I write. ex) Office Depot, Skytell, Bell South,
etc.
5) The company has many patents, real revenues, real products, that were rated #1 by smart money magazine.
6)There is alot of news due out in the next few months, including a possible (rumor) deal with EBay. On top of that there are very few
outstanding shares so any news can really push the stock in a hurry. Of course this can work to the downside as well.
7) Soon to be listed on a major exchange, as this is the CEO's first priority.
8) Has been given conservative price targets of 15$ and 20$ a share by WallStreet Research, and Analystgroup.com respectively. Also
coverage is being initiated by two other analysts. ( Currently trades at around 4-5$ )
9) A conservative example of One of the possible revenue streams, Datalink provides value added services to wireless carriers and shares
revenues with the carriers. (similar to offering HBO to existing regualr cable subscribers) many of these value added services cost as much as
80$/month But suppose of the 100 million wireless devices in the next few years Datalink captures only 10% and the avg. user pays only
5$/month for services, thats 50million dollars a month, thats 600million/yr! in reaccuring revenues.
10) This next generation internet (wireless), is an extremely hot field, similar companies Online Anywhere and Phone.com, have inferior
technology and products, and have market values of 80million and 1.2billion. Datalink market cap fully diluted is only 25million!
There is so much more actually, but 10 points is a good start, I urge you to listen to the interviews and conferencecalls, and see for yourself if it
makes sense to you. Enjoy the weekend, do a little DD, and thanks for taking the time to read my post.
Good luck in your investing.
TWOLF |
