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Technology Stocks : ASD Systems, Inc. (ASDS)
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To: forty1 who wrote (416)12/27/1999 11:55:00 PM
From: Maarten Z  Read Replies (2) of 491
 
I've been asking the same questions

If you look just at revenues then one might expect ASDS to
trade at around a 50 - 60% discount to CMRC. Which would
be an awesome 350+. So why not then?

The biggest is difference is their potential clients.
ASDS = retailers
CMRC = anyone and everyone

Next is the job of getting new customers> CMRC is really making a killing. They just got Schlumberger and GM
On top of clients like British Telecom. People are just
banging on their door right now.

ASDS has ToyRus and Sears (mainly) and have not heard a peep
as far as any new customers.
This is by far their greatest problem. They need new clients
A few PRs naming some new clients will do wonders and
get them on the radar screen of institutions and momo players.

I am holding with an average cost of $9 so I can afford
to wait. If they can get some new clients this could
easily break a $100. (if market conditions remain as hot)

They will never compete truly with CMRC. I am suprised
Hoovers even listed them as a direct competitor.
Unless they put some partnerships together as VERT and PPRO
did.

On the plus side it appears that more and more B2B firms
are starting to run as seen in todays RETK blistering run.
CLIC also had some good gains.

Enough rambling for now.

Good Luck and Good Trading
MZ
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