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Technology Stocks : LBRT - Liberate (NCI)
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To: Tumbleweed who wrote (54)11/11/1999 5:08:00 PM
From: Gregory Rasp  Read Replies (1) of 62
 
I have been long on LBRT since 22 7/8 and sold yesterday at 96 and change so obviously I think the stock got ahead of itself (time will tell), but I don't think it is fair to try to value this company based on this deal alone. Certainly the run up is due to a number of factors. For starters the MSFT ruling will probably directly benefit LBRT as much as any other company. MSFT is the number one competitor to LBRT and if MSFT is prevented from predatory behavior by the current litigation there should be a benefit to the stock.

The current deal represents more in symbolism than actual revenue in my opinion. It tells the market that LBRT is ready to put out a viable product. When you look at worldwide cable homes and use that as a base for determining the potential revenues of this company, I think it is a safe bet the stock will eventually trade higher.

GR
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