SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Open Market (OMKT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: shubh saumya who wrote (1473)4/22/1999 6:17:00 PM
From: shubh saumya  Read Replies (2) of 2004
 
overall a decent cc.

was surprised that mr. eichorn was reluctant to answer persistent questions on license revenue growth. this after his stating that OMKT should see 3 to 5 thousand new licenses per quarter, going forward. why the lack of confidence ?

new revenue strategy is sound and scalable. commercetone should be a blockbuster.

the promise is real, but remains an artefact of the distant future. this means, that short term revenue growth is not going to be dramatic. investors will have to look at growth in licenses, & the nature of licensees to forcast revenue potential. names like WSJ & Merrill Lynch & Thomson are a good start. such names need to keep coming.

i think the stock remains a negative carry instrument for the forseeable future. however, that is a cost worth incurring because when the revenue picture clears up better, this stock will move significantly. there is no real way to time that, so selling now is probably not worth it. patience will hopefully provide the dollars.

am happy to learn that mr. eichorn reads these message boards. there is much frustration here, but also much hope. its the latter that he should focus on.

best of luck to all longs.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext