SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: $Mogul who wrote (20476)10/27/1999 3:12:00 PM
From: gizmo&jack  Read Replies (7) of 108040
 
Only fools will buy RDWR now. EGAN movement has just begun. Tons of people will now notice it on movers list and realize its gross misvaluation compared to KANA. How many customers must KANA deliver just to compete with AOL as a customer. I still don't think people have even begun to grasp how huge this is for EGAN and how huge a business this is (although many may realize the latter point given KANA's meteoric rise). My other holding, CYSV and PLRX still consolidating. CYSV very undervalued when you examine its revenue growth vs. its market cap. I see 70-75 here as it comes toward end of QP. PLRX surprised me today. I think this one scares people given its low revenue in the past. Remember, DSCM went from $600K to over $3MM from 1st to 2nd quarter. This is a huge growth business and there are only 2 main players. It will go. ISLD went through 45 like I predicted. Waiting to see some momentum before I return. May come tomorrow with AKAM. And my new purchase, JNIC, has been grossly misunderstood. I am shocked at its performance. But then again, took people awhile to recognize CLRS and EGAN so I guess it's not that shocking. This company has the same growth rate and stronger revenues that CRDS and is trading at half its value. People need to separate the men from the boys in the SAN sector. ZOOX and VIXL are the boys. BRCD, EMLX, CRDS, and JNIC are the men. There you go. And, by the way, JNIC has been profitable for 4 quarters in a row!!! Wait, I just shocked myself again after writing that and looking at the stock price. Expect huge 2nd day run here.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News