. Which is why I am heavily invested in only 2 stocks, VIXL and CLIC. VIXL will run before QP comes on relative valuation gap between it and ZOOX and BRCD. CLIC is one of the best stocks around period. It would have done the same thing as FDRY and ATON if it came out last week. This one is going to be an absolute barnburner and I am so excited that I got in at 53.
G & J,
Completely agree with you.
I even took profits on my fav BBBY to buy more CLIC. Check this out from Steve Harmon:
Customers include Best Buy, Cisco, Dell, Gateway, Merrill Lynch, Nortel Networks, Qwest, Siemens, Telia and US West, which combined made up 67 percent of Calico's total net revenue for fiscal 1999.
DELL, in fact, wasn't content just to be a customer; it wants in on the investment. DELL is slated to invest $20 million at the IPO, buying some 1.6542 million shares at $12.09 per share based upon the midpoint of the estimated range. Pro forma, DELL would own 5 percent. After the offering Mayfield owns 17.5 percent and Kleiner, 16.4 percent.
Overall, I expect Calico to be out of the bag in a big way Tuesday. A real B-2-B company and maybe the next Broadvision.
Fred |
