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


To: ISP_Investor who wrote (787)6/16/1999 11:04:00 AM
From: Tom Hua  Read Replies (2) | Respond to of 2514
 
ISP, CUST has about 20 MM shares on a fully diluted basis.

Regards,

Tom



To: ISP_Investor who wrote (787)6/16/1999 2:37:00 PM
From: Bob Trocchi  Read Replies (1) | Respond to of 2514
 
ISP...

>>Valuation is still way too high - 500M-80M cash = 420M with zero revenues and zero product. <<

I agree and I will add, a mountain of well known competition. With that much cash however, I suspect this one from here on in will be a slow decent to single numbers.

Like the famous ZITL, CUST has a product idea (I say idea until it is produced, developed and productized) that is in the mainstream of "investor" interest. For those "investors" who do not look into the state of the art and the competition from the credit card companies, MSFT et all, it is somewhat like a story stock. As such, I will expect some up ticks along the way to single numbers.

FWIW, I am short (Shorted Monday at 44, what luck)so that of course colors my thinking.

Regards

Bob T.