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Technology Stocks : Icon CMT Corp. (ICMT)
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To: Rob Terrell who wrote (61)4/2/1998 5:24:00 PM
From: Taylor Caruthers  Read Replies (1) of 128
 
Rob,

Thanks, today DLJ came out with comments reiterating their buy rating. They basically offered some key investment themes for ICMT which are laid out as follows:

1) Icon offers an excellent means of participating in the high
growth Internet industry.

2) Icon's diversified revenue stream runs through many hot Internet
territories.

3) Icon has a blue-chip corporate client base.

4) Icon has rapidly growing distribution channels.

5) Icon owns a nationwide Internet backbone and has significant
proprietary software.

6) Icon differentiates itself from the competition by offering
high-end, higher margin solutions.

7) Icon gains access to a clients legacy systems, almost guarantees
an on-going technology partnership and long-term contracts.

DLJ says in fact that almost every Icon client is growing in usage and revenues paid to Icon. I think you are right Rob, this baby is undiscovered.
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