ACNS will generate the revenues to slow the cash burn rate, and quarter over quarter will generate substancial increases to offset further expansion. I believe the company is turning a corner as far as attaining higher growth rates for revenues, primarily based upon the markets currently in operation, & those projected to come on-line.
If I were to specify the specifics of my research, I would be giving away my trading methods to all whom wish to profit in the same way. I can tell you that this research entails technical analysis, a comprehensive market comparison, fundamentals, and obviously some insight & intuition.
As far as crash & burn, no company places this kind of rational in a business plan, unless they intend to fail. If you know the industry, you know it takes enormous amounts of capital for expansiom, hence a cash burn. The obvious objective is to enter into key markets, which will provide sequential double digit growth or better. ACNS is doing it, and in all the right markets. While I would agree they could be better positioned, to assume 13 points down on their stock price, is far more unrealistic than 13 points to the upside. Simple odds!
Telcom's will also post their best year in 1998, as far as revenues & mergers, and guess who is prime target. Secondly, I should remind you we are in a bull market, with high multiples, with some excellent companies trading on the lower end. Companies that make a turn-around will enjoy generous investment by the institutional investor & the individual. Highland, ring a bell! I suppose Highland is projecting a stock tumble?! The objective in investing is to determine good companies before they make the leap, not after, and this requires insight. Lastly, focus a little less on the "extreme technicals of their infastructure" and you may get a clearer focus. I have read countless postings argueing the specifics in infastructure, only to be proven wrong ( even is cases where the technology was perceived to be outdated). My point is simple, the upside far out weighs the downside. |