Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : RMII -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (292)	8/1/1999 10:28:00 PM
From: architect*	Read Replies (1) \| Respond to of 345

I believe RMII has been courted by first tier internet companies, in the past. RMII may have been putting them off till they could develop business and demand a higher premium for the deal. I believe RMII's management is disappointed with RMII's current market valuation of $100 million + or -. RMII is hoping something like the domain naming or coverage by a Wall Street analyst will improve the market cap. VRIO went from $25 to $75 in a couple of months on a DLJ buy recommendation and a partnership with AOL. The RMII management recognizes they have to make deals with the bigger players in order to make it. Their exact words are "we are a small fish in the big ocean, but we can sure as hell swim!" I guess RMII has had talks with MSPG and speculate that Dave's World may have an alignment with MSFT, possibly interest in the simplified domain naming. It is only a matter of time before the stock RMII has been using to acquire companies runs out. This may put more pressure on RMII to deal. RMII has several products to offer small to medium businesses and there may be a niche here for RMII, with their basket of E-Services. RMII can provide better customer service than some of the larger firms. RMII is very easy to do business with. I use them for long distance and ISP. US West provides terrible customer service to home and business customers. Investment in RMII is an investment in management. Mary Beth Vicker was in marketing with ATT and Hansen early CEO for QWST. Hansen is an intelligent and savvy business man and understands exactly what RMII's position is in the marketplace. He is not about to lose what he has worked so hard to put together, (like he did with QWST). At Hansen's age, I doubt he wants to sell out now and start over with a new company. So IMO he wants to play a little longer unless he gets a really good deal. If Hansen had come to the party a little earlier, RMII may now be in a better position to go it alone. So Hansen has to be willing to let the revenues and customers build until the right deal comes along or someone offers the right price. John