KASTEN CHASE APPLIED RESEARCH. Message Board

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Gold/Mining/Energy : KASTEN CHASE APPLIED RESEARCH.

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To: Ruby who wrote (736)	5/4/1999 1:45:00 PM
From: Professor Dotcomm	Read Replies (1) of 1247

Yes, R, I was also disappointed with KCA's Q1. Revenues at $4.3M vs. $5.1M and loss of $2.4M (56% of revenues) vs. $0.6M (11% of revenues). I think we are still in the 'waiting for revenues' phase. All the news is good: Web-to-host, remote access security products and train control but these are not yet strong enough to replace the Dow Jones black hole. As I've said earlier, we shall have to wait until the 4th quarter to see whether KCA is a raging buy. (I happen to think it will be - but not yet). Right now - to continue our conversation from another thread - GTR's quarterly revenues are nearly triple KCA's. ($12.2M vs. $4.3M) and their current p/e ratio at $5 - $5.50 is still in single figures and seems a legitimate valuation. (The two companies are easy to compare since both have near identical number of shares issued). However, at this moment in time, I think GTR has more substance than KCA and, far from its being overhyped, I think reflecting people will come to the opposite conclusion.

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