REQUEST FOR IDENTIFYING CHANGEWAVE SELECTED BIG WINNERS
I got a tease subscription for ChangeWave
editor is Tobin Smith
these guys are pretty sharp, I respect them highly
their past picks over 1997-1999 are huge winners
all names we recognize widely as successful companies
thinking about subscribing to this, but for now...
if anyone subscribes, I refer to their 5 "Game-Over Dominators"
who are they referring to???
we can figure identity of these hot companies
appreciate any help
I will re-post this description as identities become known
thanks, Jim
1. Microsoft of the Internet
they provide “user ID service” which provides verification of identities for customer and vendor, laying foundation for safe, secure, orderly, system of communication and exchange… the gatekeeper in internet transactions with 60% profit margins... current annual revenues of $100 million, and dominant with 85% market share… 14 states have adopted their standard… customers include Microsoft, Cisco, Visa, BankAmerica
(is this Inktomi or Infospace?)
2. Driving Force behind Wireless Communications
this company is based in Cambridge, England and makes innovative microprocessors which provide the core chip architecture for virtually every web-enabled handset… devices include cellphones, pagers, organizers, handheld PC… unit sales growing 300% annually, royalties growing 208%, earnings growing at 100%, 88% margins… licensees include Motorola, TexasInst, and Intel… Tobin made reference to Qualcomm as an example of the kind of attention and stock appreciation, thus implying it aint QCOM
(is this Bookham?)
3. E-Commerce Performance Mgmt
this company helps site managers run realtime tests to find weak links, and create systems virtually bulletproof… helps to prevent hackers from breakins, which might result in denial of service recently experienced at Amazon, Ebay, Yahoo, Buy.com… sales grew 62% y/y last qtr, while earnings grew 98% due to fat margins
(is this BEASystems or Ariba or CommerceOne?)
4. #1 in Network Attached Storage
big 60% worldwide market share, dominant player in cache storage… 70% sales growth y/y for 17 consecutive quarters… earnings doubled last year
(sounds like Network Appliance)
5. Leader in Firewall Protection for Internet Servers
makes launching platform for internet websites… leader in firewall defense systems… has 50% market share, adding 56,000 servers each month… field is growing 150% annually, with potential market eventually 10 times its current size… talking about “virtual private networks” guaranteeing one-one security for any internet or phone conversation… tunnels VPN’s through existing lines for 1/10-th the cost
(is this BEASystems?)
/ Jim |
