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Technology Stocks : Phone.com [PHCM]
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To: Bimini who wrote (574)10/10/1999 8:12:00 PM
From: steviee   of 1080
 
PHCM vs.......look at the big picture
by: VanGogh123
I follow several boards that deal with wireless stocks and found the
recent comparisons here interesting in that the same thing is being
done on the PUMA board (another wireless hotshot) concerning the
comparison of valuations. This message is similar to one I posted on
the PUMA board. To me comparing valuations of one stock to
another is a weak hand and other factors have to be added to the
balance, but no doubt hype can drive a stock through the roof as it has
done many times before ie internet stocks and has done the same for
this stock in my opinion. I do believe that wireless companies in
general should do well in coming months however. The thing I keep
seeing on this board is comparisons of PHCM to other stocks that
have no relevance, if you want relevance at least stay in the same
playing field (the wireless domain) to get a sense on how things
balance out, although you have to consider different things there too.
There are allot of other wireless companies out there as well which
should do well and some in my opinion have stronger hands with
stronger upside than downside potential when you factor the strength
of this sector with the hoopla surrounding it now.

Below is an example that was posted by someone else on the PUMA
board, I added another company to the mix, and could add still more
but for example:

Revenues: phcm: $13.4MM puma $22.9
Income/loss: phcm: ($20.8)loss puma: $5.0MM income
Market cap: phcm: $5.62 Billion puma: $283 million
(puma's revs. and income is most recent quarter annualized.)

Revenues: xtnd: $50MM
Income/loss: xtnd: (1.3)MM income*
Market cap: xtnd: 63 million
*The income loss primarily resulted from a 1x charge last year, but
xtnd has been a profitable company long before it went public.

XTND has more irons in the fire for wireless and big time connections
and is profitable right now, their year end is June and 1st quarter
earnings due in couple weeks which I expect to blow out the one
anaylst following the stock. XTND came public too soon (little over a
year ago) before the wireless parade and so fell in the shadows. But
it?s a no brainer. I hope this stock and others in this sector do continue
to fly though because if this sector continues to shine there are allot of
quality coat tails to ride with smaller risks tagged to them. IMHO
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