Jimbob, here's all you need to know about NXTL: STARTUP. Mark it well, and measure everything you learn about the company against that fact. Look at the industry, consider NXTL's place in the biz, evaluate NXTL's likelihood of success, and then make your investment decision: To buy or not to buy. Me? I haven't seen a better long term opportunity in the last five years. Some would disagree and suggest that they have found equal or better opps in prior years. Maybe but they're not looking through the same investment prism as I am.
There's been much recent discussion on this thread about fundos, emotions, etc. but that's all short term noise. The real story is STARTUP and the resultant uncertainty while the story develops. And that's exactly why the opportunity exists. Many look at the fundos, say "Stinko!" and move on. They'll be back and I'll sell my stock to them at 100 or better 2-5 years hence.
If you want something to focus on, watch customer adds. Analysts are publicly reluctant to predict bold growth for the 4th quarter but not me. My projection is 400,000+. How many over remains to be seen but even at 400k, they're movin' and shakin'. Midway through the 2nd qtr., 1998, NXTL will exceed 2,000,000 digital customers, beating their public statements by 4 months or more.
Arnie |
