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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (19814)	10/25/1999 3:01:00 AM
From: 2MAR$	Read Replies (1) \| Respond to of 108040

. This sector is hot, these are the "new kids" on the block, with web-site design and Corporate Mainframe to net integration software & net management, designed completely "post Y2K". Every Corporate executive now , is pondering how to get a net presence, ASAP, of this we all know. These are some of the companies to get them there in high style....and the ones to show stellar performances in the pure/Net/B2b in the coming Qtrs. VIAN, APNT, CYSV,SAPE, SCNT....? Here's a wrap , important read: biz.yahoo.com yahoo.cnet.com BTW: APNT reports Tues,8:30 am before the bell, & estimates call for .03/share and expected revenues of $32 mil, should it beat these estimates , it will soar even though momentum players gave APNT an additional market cap of $780 mil, in just the last 4 days of trading! biz.yahoo.com Not bad for a company that just went public , June 18th @ $12 per share! watching this one closely...could it do another VIAN??? :-) 2MAR$

To: Frederick Langford who wrote (19814)	10/25/1999 8:34:00 AM
From: gizmo&jack	Respond to of 108040

Agree on SIFY Fred. Will watch that too. More on PLRX: if this company has revenue in the next quarter of $2mm, then I believe it is fairly valued at $800MM market cap given its growth rate. (400X quarterly revenues; my own theory but usually fairly accurate). But if it beats this number, which I believe is a strong possibility given DSCM's rev increase from $3 to $12MM, we may see some very strong recommendations and strong upside in the stock. I am very bullish on this one the more I read on it and also think DSCM is extremely undervalued. Could be a strong sympathy play once PLRX recs come out. These companies are 2 of 3 that are licensed to sell drugs over the internet. This is why I really like them. Infrastructure stocks have been the best plays of late I think because people realize that there are very few competitors who have the technology to compete in large market opportunities. Traditional websites, (flowers, barnes and noble, ashford, women.com)unless they are a clear market leader (ie - EBAY), are easy to duplicate. And I think this is a strong reason why their stock prices stagnate. But PLRX and DSCM may begin to act like infrastructure plays once people recognize that there are significant barriers to entry (govt approval) to this extremely high-growth business. (Feel the same way about STMP and ESTM, by the way, but this may take a little longer for people to realize).