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Technology Stocks : Cyberian Outpost (Symbol: COOL)
COOL 0.103+10.6%Sep 5 4:00 PM EDT

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To: Kiff who wrote (1924)1/12/2001 9:12:17 PM
From: Charlie J  Read Replies (1) of 1932
 
Let's get this board going again. COOL is finally starting to percolate just a bit. I'm sensing that the stock is about to turn the corner and get out of etailer hell and move into purgatory (in other words, looking for some small movement that shows signs of life, not some major run). COOL probably won't move out of purgatory until they actually show a profit.

It is my opinion that the company has been executing really well for a long time. Things that I see that I like (a lot): a very solid management team; enough cash to get to profitability; superb customer service; an increasing base of loyal customers (I'm definitely one of those folks); slowly but steadily increasing margins; good fiscal restraint that still goes after some growth too; and best of all, that amazing overnight delivery that NO ONE else can match.

The only issue I see looming on the horizon is one that was mentioned in the most recent conference call, that of financing inventory. They have enough cash to survive, but appear to still need a little stronger balance sheet to finance the large amount of inventory they are now turning. Unlike the problems of the companies running out of cash and going under, this financing issue is solvable.

There appears to be a lot of upside in this stock. I am long and in it for the long haul.
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