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Technology Stocks : Open Market (OMKT)

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To: steve poon who wrote (1867)	12/19/1999 10:14:00 PM
From: Kerry Lee	Read Replies (1) of 2004

PAGE 42 of this weekend's Barrons is a worthwhile read since OMKT makes the cut as one if the year's best internet stock performers ( 14th best performer among Internet companies ) and the chart show the relative revenues, market capitalizations and Price-to-Sales ratios between BVSN and OMKT. BVSN gets alot of press in this week's issue. It is only a matter of time before OMKT's valuation plays catch-up to BVSN. I base this opinion upon my own experience investing in the Fibre Channel/Storage Area Network ( SAN) sector, where the success of BRCD, QLGC and EMLX eventually lifted the valuations of other FC/SAN players,eg ANCR and CRDS, especially ANCR.

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