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 ()	9/28/1999 2:29:00 AM
From: mark cox	Read Replies (3) of 108040

ITRA Intraware. The leading B2B company in the IT software sector. They put out 5 press releases yesterday. Picked up new customers HP, Novell and Macromedia to mention a few. (an excerpt from one...) _______________________________________________ Intraware's growing influence as a business-to-business IT E-Marketplace is significant in light of analyst forecasts that project extraordinary growth for business-to-business Internet commerce. According to Forrester Research, overall B-to-B Internet e-commerce revenue is projected to reach $1 trillion by 2003. To put this revenue in the context of Intraware's market opportunity, the investment banking firm Volpe Brown Whelan has declared that ``infomediaries' will account for more than a quarter of all B-to-B Internet commerce revenues by the year 2002. They also estimate that the gross value of transactions completed by B-to-B infomediaries will grow from $750 million in 1998 to approximately $211 billion in 2002. ________________________________________________ That is a 28,000% projected market growth in ITRA's market place and they are the leader. In fact if you compare them to other B2B's even outside the IT vertical like ARBA which is the highest flying B2B right now you'll see that ARBA only has $33 million in revenues compared to ITRA's $50 million. If ITRA had the price to sales ratio that ARBA has (241), ITRA would have a stock price of $502.00 !! It can be bought today at the sale price of only $27.50 Price to sales of other B2B stocks: PPRO = 101 CMRC = 54 VERT = 69 CMDX = 23 ITRA = 9 !!! ITRA has a huge upside potential. They have far greater revenues than the other B2Bs and are in a sector with projected 28,000% growth over the next 2 years/ ITRA generated revenues of: 1998 = $10.4 million 1999 = $38.4 million TTM = $50 million The projection for the end of this fiscal year is $70 million. ITRA has been going up by 5% each day for the past several days on consistant high volume. Institutions must be accumulating. The price is rising in a very orderly fashion. If you go to several message boards you won't find a whole lot of talk about this stock, it is still fairly unknown. If this price movement keeps up it will show up on investor's radar screens. When it does I am hoping it will move up to a valuation that is inline with the other big B2B companies. This means a 5 bagger or much more. Do some DD on it while it's still early. This industry is hot. Mark

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