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Technology Stocks : StorageNetworks, Inc. (STOR)
STOR 32.210.0%Feb 3 4:00 PM EST
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To: David Hansen who wrote (54)7/24/2000 11:25:17 AM
From: The Other Analyst  Read Replies (1) of 187
 
Thanks for your insights about STOR. Re the acquisitions you believe will occur...are there many candidates out there to be acquired? If so, does that indicate that STOR is not really way ahead of the competition? I can believe this company has great motivation to succeed.

The milestones you list do not impress. > 60% of revenues from storage is going to happen since they are deemphasizing the professional services. What would be a more important milestone is the absolute level of storage revenues. When should they reach $1 billion of storage revenues? (That they are expected to do it soon is already in the stock price, seems to me.)

Leadership in professional services that will remind you of INS's performance.....not sure what that means or how I will know when the milestone is reached.

3 for 1 stock split. I'm not impressed by stock splits by themselves.

An early acquisition and an announced strategy around planned acquisitions. This is the one milestone you list that intrigues me. But as I noted above, if there are many acquisitions out there, doesn't that imply ease of entry to the sector and many competitors?

You seem to know something about the storage area. Are there some standards that will be needed, and if so is there a benefit to STOR being the one that sets the standards? If so, when will we know if they have set those standards?
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