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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: BWAC who wrote (49288)	9/26/2003 9:05:53 PM
From: aniela	Read Replies (1) of 53068

I am holding two value plays LGN and CRVU. LGN: it is an undervalued hotel stock. Acting pretty well recently. Hotel room revenue was up 5.2 pct in week to Sept. 20 biz.yahoo.com . CRVU: Here are two relevant messages of CROSSY from Yahoo boards (1) The enterprise software market is a niche-oligopoly.. Some corners are already divided up (ERP .. enterprise resource planning and SCM .. supply chain management - for SAP / CRM .. customer relation management - for Siebel).. the next "hot" niches are "BUSINESS ANALYTICS" and "CORPORATE PERFORMANCE" measurement.. the former is a super-segment of further smaller appliactions, the latter is pretty wide too.. Corvu plays in both of these.. How big is this marktet ? Well since the target are big companies first and later smaller ones (Fortune 500, fortune 5000) - exactly as in ERP or CRM - chances are high that these niches are going to become as important as the others.. And Corvu is the major contender that does not only corporate perfromance managmnt, their implementation even supports the popular "BALANCED SCORECARD" approach. If you are a little into "corporate strategy" chances are you will exactly know how important this is. It is a methodology applied in the top companies to align strategy and execution of strategy - first popularized by the book carrying the same title by Kaplan / Norton.. Specialist semiconductor companies were among the first to utilize the concept (TXN, ADI to my knowledge) in the mid 1990ies As soon as they got $1m of NTA (net tangible assets) they will leave the OTC behind them.. My bet is 12-18 months.. Amex requires $3 miminum bid price for a "REGULAR" application. For interesting company stories they might make exceptions to their listing rules... (2) Enterprise software has "staggering" demand patterns. Their niche is just about to boom. If the time is right, their revnue could go up 5fold in one year and stay there for quite some time.. Geographic scope plays an important part. Asia is an important market for what CRVU has to offer and they are just strengtheneing their presence over there as well..

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