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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (160)9/7/1999 8:26:00 PM
From: Percival 917  Read Replies (2) of 1817
 
Tef,

One area that I am having difficulty ascertaining on ARBA and CMRC is where exactly are they in the technology life cycle? It would seem from the number of companies that they have signed up that they have crossed the chasm and are setting up the bowling alley.

The one interesting item on both is that for ARBA the revenues for the nine months ending 6/99 revenues totaled $28.2 million up from $3.7 million but net LOSS totaled $19.4 million UP from $8.3 million
CMRC for the six months ending 6/99 revenues totaled $6.3 million up from $823 thousand but net LOSS totaled $24.6 million UP from $10.6 million.

Couple of other items of note. ARBA currently shows a $6.23B market cap to CMRC's $1.19B. The P/S ratio (ttm) for ARBA is 111.94 and for CMRC is 25.05. And finally guess which one has the greater short interest.

Joel
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