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Technology Stocks : CyberCash a buy?
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To: TLindt who wrote (3182)3/31/1999 6:17:00 PM
From: Lee  Read Replies (2) of 3990
 
Tom,

After your prompt I did the same math as you. At $20 million your are assuming gross margin improvement, which make sense if the growth is due to transaction activity.

That check of the numbers did not prompt the same response as you. I did not add to my position. I guess I'm not as optimistic that they will in fact generate the 4 fold improvement Q4-98 to Q4-99.

What should we look for to show that they are in fact on track? I like what I am seeing, but what more do I need to believe in a $20 million Q4?

I do not expect to find it in the Q1 earning release. Although if they hit $8 million in revenue that would be good. I would like to see Q2 activity of large bank, portal, and E-tail CYCH endorsements. If I see a trickle, hopefully I'll add to my position before the gush.

What do you see that provides your faith in a $20 million Q4-99?

Regards,
Lee
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