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Technology Stocks : FastComm Communications -- The FRAD King

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To: Mike Iannamico who wrote (4)11/4/1996 5:59:00 PM
From: Marco Polo   of 30
 
You know that's funny, I would say that a lot of people are short-selling and selling because of momentum, but hardly any due to fundamentals.

I had looked for a recent press release for FastComm, stating that the Alcatel was not lost, but could not find one from as recently as when the rumors had really taken hold.

I was never really doubting the fact that they had the deal in the first place, people had told me that their management team had formed excellent relations with their corporate partners.

Fundamentals IMO are very positive. When and if they announce some actual revenue from the Alcatel deal, the stock will fly.

The basic fundamentals I care about -- the frame relay business is growing as fast as any around. FastComm's share of the pie is also growing in the face of new competition. It is certainly not declining!

With under $100M market cap, the stock seems ready for a run-up.

~Ben
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