Hey you guys have been busy today! Great dialoque, and strong points of view. Better than trying to predict tomorrows stock price eh?
I think that I will pull out some of the arrows out of my hat that came my way and respond tomorrow, its getting late.
Salva, I feel a sense of urgency in your thoughts, I know that feeling well. You want to get the trian moving but cant get it jump started. Ive had this feeling for a couple of years. The previous ASM of Mpact a chart of revenue growth was presented predicting future growth, something like 20,40,60M; linear! whereas all research is showing exponential growth, ie new internet users, goods sold on the net etc. Last Jan ASM (Emergis) the CEO states double the revenue for 1999. Now this is great, all Co's wish they could do this, but I sat there thinking, why not 3X or 4X 98 rev. the market is there now for the taking. But I guess its hard to complain considering the stock price was $3 just over a year ago, and the Market cap has gone from 100M to 3.5B.(same as SE ,or compared to 500M for HRBC). The theme for IFM at this years ASM was 'were just getting started'!
Salva, I think we are ridding the same wave but focussing at different aspects of IFM.
One common point, reading todays posts, it seems to be everyone wants to e-bill at their bank site. Maybe we should take a survey?
see you tomorrow. |
