NTROs volume slow, EFAX even slower but much more long upside, unless NTRO has options. Just got out of EMUS and NEXL, and NEXL again, Big % gains. Using similar DD, EFAX has deals with Hewlett Packard, Doubleclick, Netzero etc.., is being purchased by JFAX (also on the cheap), just shed there manufacturing line 2 quarters ago, which is why they have been eating crow up until now, they should be feasting on prime very soon, showing good numbers/users/paid accounts, all revs from internet, 13mil outstanding 7mil float, shorts decreasing probably not as fast as I would prefer, but certainly not increasing. Excellent business model, wish I thought of it, saves small business thousands, at the same time sticks a banner on top of fax. Tracking your email to fax a major plus. Ok..good reasons whatever... this just like the mp3 thing is something people have to get used to. The wireless Omnisky deal looks good as well, bundled software for Palm. Picked up some this morning at 1 15/16. Oh and GBLX is a safe play
Erick |
