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.

Technology Stocks : Track Data Corporation TRAC -- Ignore unavailable to you. Want to Upgrade?

To: Investor Clouseau who wrote (427)	11/2/1999 9:49:00 PM
From: AJ Berger	Read Replies (1) \| Respond to of 2005

If you want to analyze/compare based on market cap you are missing a very important component that is the number of paying customers! generally, you take XYZ company worth $100m and divide it by it's 100k subscribers to get a value per customer of $1,000. this type of formula is commonly used to compare the value of cableTV companies, ISP, phone companies, and so forth. Basically any cash flow per subscriber business can be compared this way. Now go back to the drawing board, and take the companies you mentioned market cap, and divide by the number of paying subscribers. You will soon discover what a rip off TRAC is in the double digits. BTW, you can do it 2 ways, once on actual subscription number, and a second one on projected fulfillment numbers, that is how many more subscribers does XYZ need to get to be evenly compared to ABC it's competitor. If XYZ is found to have this shortfall, this second number indicates the amount of investment needed for XYZ to ever eclipse ABC's performance.

To: Investor Clouseau who wrote (427)	11/5/1999 11:52:00 AM
From: Investor Clouseau	Respond to of 2005

repost for new people; a comparison of market cap of TRAC, EGRP, AMTD and WITC. As of today's close the market capitalization of the following is; AMTD 2,900 million EGRP 6,200 million WITC 1,400 million TRAC 201 million Based on this comparison, allowing a %50 discount on TRAC because they are not dominant yet; TRAC should be trading at about $70 IMO. some people can say what they want, but it's definitely not a pump and dump. In addition to that, Mytrack has the best business model by being easily accessible right on the screen just like ICQ. Example's from last friday; I click on the Chat button and select the broker page (channel 9) clouseau; JC, can you send me some ****** for my account? (15 seconds later) mytradeJC; cl, consider it sent. Example #2, same day; clouseau; EJ, didn't get a complete fill on my order before the MM's raised the bid .001! (was a small order for a penny stock) mytradeEJ; cl, I'll check on it, be right back (9 minutes later got a complete fill after the ask was up 20%) (10 minutes later) mytradeEJ; cl, you still there? clouseau; yes, and I got a complete fill, thanks :) mytradeEJ; np :) the above events are verbatim to the best of my recollection. didn't have to get on the phone to anyone or takes my eyes off of my screen. can anyone name me a better or more convenient broker than that? Especially one that will have their own ECN? No wonder shares weren't hard to find, nobody in there right mind would short them. not a buy recommendation, good luck to all, :) IC