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Strategies & Market Trends : Biotech/Tech Stocks with alot of Cash/Equity
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To: John Liu who wrote (12)5/15/2000 5:45:00 PM
From: Madharry  Read Replies (2) of 18
 
I don't like the B2C area as I can't tell who the winners are and I am concerned about cash being depleted and then not having a business model that works. I am now looking at a B2B name but can't divulge yet as I have not finished building my position. VPHM looks interesting but I have concerns about whether they will ultimately have a successful product. ALSC and CEGE are a lot safer. You might want to look at RWAV. this small software company provides product to the B2B infrastructure companies and is sitting on quite a bit of cash. It also has a 20% stake in a company called HOTDATA which might turn out to be worth something. MRVC is choc-full of start-ups including 23% of Zaffire and an optical subsidiary which will have sales in the hundreds of millions. My belief, which is shared by some people who are smarter than I, is that the optical subsidiary alone when it goes public will be worth 2-3 times the current market cap of MRVC. My sense is that MRV right now is worth $150 and in the future will be worth a lot more,unless sector values change significantly. You could also take a look at IDTC which I do not own but I believe is substantially undervalued relative to its underlying assets.
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