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Technology Stocks : Track Data Corporation TRAC

TRAC 20.00

0.0%

Nov 14 9:30 AM EST

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To: Investor Clouseau who wrote (427)	11/2/1999 9:49:00 PM
From: AJ Berger	Read Replies (1) of 2005

If you want to analyze/compare based on market cap you are missing a very important component that is the number of paying customers! generally, you take XYZ company worth $100m and divide it by it's 100k subscribers to get a value per customer of $1,000. this type of formula is commonly used to compare the value of cableTV companies, ISP, phone companies, and so forth. Basically any cash flow per subscriber business can be compared this way. Now go back to the drawing board, and take the companies you mentioned market cap, and divide by the number of paying subscribers. You will soon discover what a rip off TRAC is in the double digits. BTW, you can do it 2 ways, once on actual subscription number, and a second one on projected fulfillment numbers, that is how many more subscribers does XYZ need to get to be evenly compared to ABC it's competitor. If XYZ is found to have this shortfall, this second number indicates the amount of investment needed for XYZ to ever eclipse ABC's performance.

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