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Technology Stocks : Convergent Communications, Inc. -(CONV) -- Ignore unavailable to you. Want to Upgrade?


To: JoeWeinberg who wrote (64)11/1/1999 7:09:00 PM
From: FruJu  Respond to of 105
 
Look at CONV's relative valuation with several other telecom companies (all figures in millions):

I don't quite understand how you put EXDS in there, since it's primarily a web-hosting and data-housing business, not a telecomms business.

However, the extremely low valuation of CONV suggests that either the market just doesn't know about the company (something I find hard to believe with Goldman Sachs being the underwriter), or the market thinks there is something seriously wrong at the company (more likely with the departure of the CFO).

If it's the former, then I'll buy more as soon as it starts to show some signs of strength, but until then I'll stay on the sidelines.

Fru!



To: JoeWeinberg who wrote (64)11/2/1999 1:32:00 PM
From: Henk Wondergem  Read Replies (2) | Respond to of 105
 
"probably right now one of the best unknown internet stocks."
BEST? I hope so, UNKNOWN, this is hard to believe with the CISCO exposure.
There must be an other reason why price/sales ratio is so low. They have a large debt, but strong grows.
How do debt & growth compare to the other ones?

Stock seem to do well today!
Do you feel they can outperform the whisper values?