Patrick,
Please don't be apologetic about INAP. You didn't recommend it; you asked about it. That's the very raison d'ˆtre of this thread...to swap stock ideas, whether half-baked or well-done. Having taken a quick look, I must admit it appears attractive. They are increasing their private network access points rapidly and have an incredible customer list. What I can't quite figure out is whether or not this is, so to speak, just a very fancy ISP, easily duplicated, and that is why their revs are so low, or are they doing something that others can't easily replicate? Help, someone? Anyone? Where's AV when you need him. I know this isn't exactly his area, but he does have a feel for these things, doesn't he?
You know that I'm hot for GMGC and CELN, which have nothing whatsoever to do with each other. I'm also keeping a very close eye on INAI and ICOM.
I find it fascinating that, as you've said many times, you really don't follow or care about any individual stock, and yet you follow the market so closely as to be an index options guru.
Please don't stop passing along "half-baked" stock ideas. With the help of others we just may be able to turn a few of them into twice-baked delights.
Best,
Papillon |
