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Technology Stocks : BackWeb Technologies Ltd (BWEB)
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To: Secret_Agent_Man who wrote (285)7/14/1999 11:11:00 AM
From: Dako  Read Replies (2) of 584
 
I think we're actually in agreement, including the fact that you thought a pullback was likely, but from a fundamental perspective, can you help me with what the estimates are for revs and EPS this year and next? They have an awesome customer base, but it seems that revs per customer are low. I assume they are trying to do more things for them.

I focus on short-term excesses in either direction (recently was involved in Checkfree and Waste Management on long side) and am often wrong. The idea with BWEB was the huge move was inspired by a CNBC plug and the one-sided nature of the less intelligible comments on the Yahoo board. In a less ebullient market for internet-related stocks, measures like market cap relative to revenues do make a difference when the dust settles.
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