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.
Technology Stocks : Open Market (OMKT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ClearSky who wrote (1808)12/3/1999 12:21:00 PM
From: NotNeiderhoffer  Read Replies (1) of 2004
 
J,

Yes that is an interesting note. They are looking for 25x their 2000 revenue estimate of $114 million. They go on to say that their image is not as tainted in the industry as it is on Wall Street. In any case it appears the Rodney Dangerfield valuation is becoming a distant memory.

It looks like the field is still wide open but the main competitive threat is VIGN. OMKT is training about 50 integrators a week and working with such heavyweights as EXDS, SAPE, and most of the consulting arms of the accounting firms.

Best of all they are hosting their analyst day next week on December 7th. They are expecting 100 buy and sell siders to attend.

HOO-HAA

NotsureiftheshortswillbescreamingTORATORATORAnextweekNeiderhoffer
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext