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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (12428)6/29/2002 3:57:21 PM
From: techanalyst1  Read Replies (2) of 57684
 
I think that telm has the "potential".

It's got a good product and has enough cash to survive..... depending on when the market comes back.

I see no research on tfsm so I have no idea how long less than $5 million is going to last them. Adforce already went under but there are others in that space. Double Click probably will put them under.

Telm has over $200 million in cash and a product that is working and installed. It doesn't guarantee they'll survive, but I give them a "decent" chance.... depending on how well they can manage their cash and how long it takes to get new customers. In the meantime, it's a crap shoot and dead money.

TA
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