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Technology Stocks : CustomTracks Corporation (CUST) -- Ignore unavailable to you. Want to Upgrade?

To: levy who wrote (617)	6/6/1999 9:20:00 PM
From: sandshark	Respond to of 2514

I think when the word "browser" was mentioned it was in reference to a recent trip to an adult book store.

To: levy who wrote (617)	6/6/1999 9:43:00 PM
From: Rajiv	Read Replies (1) \| Respond to of 2514

The remark from Kramp was probably a result of over-enthusiasm over the prospects of a new job. He made the comment before even starting his new job leave alone seeing the product. IMO, the internet-based trust field will develop into a 5-10 Billion (on a market cap basis) industry a few years from now. The Joseph Charles report made a mistake in assuming that 1% market share deserves a market cap of 3.5 Billion. VRSN has a market cap of 3 Billion not because it has 1% (I am not even sure if this # is correct) but because it is perceived as the leader. Its technology is embedded in both the Microsoft IE and the Netscape browsers. The top 25 e-commerce sites are all VRSN's customers. MSFT even owns VRSN stock. IMHO, VRSN is overvalued. Its sequential revenue growth rate is around 20% - not good enough for its current valuation. Regards. Rajiv

To: levy who wrote (617)	6/6/1999 10:28:00 PM
From: dumbmoney	Respond to of 2514

rlevy, jeez you're too EASY, man. It's just a PR. Means nothing! And "quoting" your own employees? That's lame. You're supposed to quote your customers; it's much more effective. Oh yeah, I forgot...CUST has no CUSTomers!

To: levy who wrote (617)	6/6/1999 11:47:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 2514

Think what the reward would be if that statement were really true rlevy, for the past 3 months my colleagues and I have been working on what we think could be a major scientific breakthrough. It could turn sea water into milk. We're looking for a few investors who can really believe in the next big thing. I hear you're one such investor. This is not a solicitation, but I want you to take a moment and think what the reward would be if ... On second thought, don't think, just invest. Regards, Tom