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

To: $Mogul who wrote (20027)	10/25/1999 6:47:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

If VIXL goes now that I sold it I will be pissed. But ZOOX earnings demonstrate that revenue growth on a percentage basis slows once you have substantial revenue. May seem obvious but many don't get it. Now the fact that VIXL has the same revenue as ZOOX and is not growing any faster may dawn on people and they may recognize that VIXL should not be trading at almost half of ZOOX value. And talking about rev growth, how about IWOV. As I suspected, rev growth strong but about half as strong as VIGN. And VIGN had 6X IWOV's rev for the 3rd quarter yet is only trading at 2X IWOV's value. Something wrong here and I think there is much more downside risk to IWOV than upside at this point. Still love BWAY as it has not even begun its run prior to QP. Same on PLRX. CYSV a lot more room to go. Went on sale today. And ISLD should continue to run similar to INAP. AKAM will draw huge attention to the stock. After AKAM opens and has a huge market cap, ISLD should run some more. I may sell following this run as both are likely to come down (like SCMR) soon after.