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Technology Stocks : Illuminet - ILUM -- Ignore unavailable to you. Want to Upgrade?

To: Bimini who wrote (40)	10/31/1999 10:07:00 PM
From: CBJR	Respond to of 58

ENTU at $25 1/8, That's a bargain compared to VRSN,trading at $123 1/2. It's worth $67. Possible scenario in the future... for technical support and security purpose, ISPs, Portals, eCommerce S/W and even big eCommerce retailers need digital certificate solutions... That means AOL, YHOO, AMZN, BVSN,etc.... They will buy out ENTU or VRSN. Analysis(3rd Qtr) ----------------- ........... ENTU VRSN Revenue... $ 22.6mil $ 22.8mil Growth rate 74%------ 116% (Y-to-Y,revenue) EPS(profit)+++++.05++++.03 #of shrs ---55.7mil ---57.6mil (diluted) MKT Cap.---$1.35bil---$7.0bil In terms of market share in digital certificate solutions in the Internet, ENTU has #1Mkt share. No reason it's trading at $25. First Albany put Strong buy with a target of $38. suppose a half of VRSN's MKT Cap, It's worth $67.