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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (20680)2/18/2005 1:29:46 AM
From: Madharry  Read Replies (2) of 78682
 
The idea of margins is very interesting. I dont recall seeing any literature on it. but I still think you have to couple it with some kind of growth projection to make it meaningful. Although you are right in that we dont know how certain the continued growth prospects are for CRYP, It seems to me to be a small but fairly dominant company in its field, in a sharply growing area. I believe that the returns to the casino operators far exceed their costs of doing business with CRYP, and safety and security is paramount, so it seems to me the longer the main player with the good track has the harder it becomes to dislodge. So unless some huge player steps into the fray I think that CRYP has the wherewithal to maintain and increase its leading position. Others believe that the casinos will switch to the lowest cost provider but if I were a casino executive- and I switched to a different provider and then ended up with either a fraud or a system shutdown I would have some difficult explaining to do.
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