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 (15241)	9/8/1999 5:28:00 PM
From: gizmo&jack	Read Replies (5) of 108040

INTM does sound great. LIOX still is great. AGIL I don't think so. I am actually very proud of my AGIL prediction on Tokyo Joe's thread before I had to go to a meeting, saying that it would crash. It is much harder to predict a fall in the recent internet market than a rise. It has become ridiculous once again how people are moving from one stock right into another based solely on the fact that QP's are ending. People are going to get hurt again as I am sure many did today on AGIL. Does it even bother people in the least that AGIL has a $1 billion market cap with only $6MM in revenue for the 1st quarter. And that is after the fallback!!! How high do they think it can go? In contrast, LIOX had revenues of $38MM in 1998 and its market cap is only $322MM. Under 10X revenues, and 1999 growth should be substantial, probably at least doubling, meaning we are talking around 5X revenues, with a 28% stake held by Morgan Stanley, and a focus on the globalization of the internet that is viable (much more so than some ridiculously unproven company like PASA which had a laughable $17,000 in revenues last quarter). For those of us that realize holding stocks for more than a couple of hours usually leads to greater rewards, LIOX is still ridiculously underpriced and will be a continuing success. AGIL will not be. INTM I am not sure. I like it even though its revenues were only 3MM last quarter meaning an annualized market cap to revenue of 27X. However, this again is my conservative method of no assumed growth and 2Q revs doubled from 1Q revs. And 27X is pretty cheap anyway for a linux related or cmgi/icge type company anyway. Look at RHAT or ICGE. But people should start taking a closer look at how much $$ companies are taking in before they lose more of their own. JMHO G&J

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