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.

Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Densiebj who wrote (69527)	11/2/1999 11:36:00 AM
From: Tim Luke	Respond to of 90042

NN...hit it here at 16 to 16 1/8...looks like a bottom to me...could hit 17 tody and 20 within a few days

To: Densiebj who wrote (69527)	11/2/1999 12:23:00 PM
From: QuietWon	Respond to of 90042

NMRX - sorry, links didn't work - cut&paste below: =x% FVCX + y% AETH , imo after reading below - & look what AETH did! Agree simply focus on AETH look-alike by: wildbill666_2000 11/2/1999 11:06 am EST Msg: 221 of 221 For what its worth if one simply focuses on the wireless data side as an AETHER look-alike with valuations of 1500x trailing revenues, they are in good company. AETHER uses financial services as its key vertical, NMRX Data1Source uses cellemetry (security) as its core, with internet access and content provision as pure marginal revenue. Plus NMRX has existing National Footprint, frankly using a better wireless platform (i.e. cellular control channels) as opposed to the sparse CDPD coverage of AETHER or RAM/ARDIS and the capacity issues associated with those access spectrum. -------------------------------------------------------------------------------- huge upside NMRX by: sage6432 (46/Moline) 11/1/1999 6:42 pm EST Msg: 220 of 221 Cellemetry is used for transmitting data from remote locations that are within a wireless cell. For example, a counter on a Xerox machine, which is read manually now, can be totally automated. The big market is remote meter reading with 200 million domestic locations and burgler alarms with domestic 150 million locations. Numerex will share in the monthly fee and provide the central service which is usually sold by third party companies, i.e. Equitrac has the contract for copy machine applications. This is a $500-600 MM market cap kind of valuation now. At a 20% market share and $3.00/mo. fee, the earnings after tax would be $700/share from meter applications. The company also has $1.50/shr. in free cash, no debt, and 3 businesses--one produces .50/shr cash flow/year, the other is a hot play on in classroom internet linked real time education (Broadband Technology) plus the company still has a great play on a technology they invented to send a test signal over the wired lines--"derived Channell". The NAV is well in excess of the $5.5 stock price ($55 million Valuation). New management has come in and the house is shaking plus they hired JP Morgan to rational their business. I have owned this stock 3 years and its finally time for take-off. It has $100/shr potential. This is a no brainer!!