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Strategies & Market Trends : CANSLIM - COAST TO COAST -- Ignore unavailable to you. Want to Upgrade?


To: Capitalizer who wrote (5527)11/10/1999 11:03:00 AM
From: Bruce A. Brotnov  Respond to of 6445
 
CAP - I answered you on DBII last night but the SI server wouldn't accept the message. Although I still follow and am a former owner of DBII, my concern is the .03 estimate for 12/20 matches the 3Q and for the next fy the estimate is only .05. They have good story but the lack of bottom line is a concern for me.

But if your making money, then that is what counts. The chart looked good from just over $3 and now it is over $4, but it would seem to be a struggle from hear unless there is more "good news".

Bruce



To: Capitalizer who wrote (5527)11/11/1999 12:35:00 AM
From: David  Read Replies (1) | Respond to of 6445
 
What you are missing is the fact that IDX's market cap is also based on its position in the nascent one:one commercial authentication market, not simply the one:many government sales ID market it shares with DBII. Since the one:one market potential dwarfs the one:many market potential, their differential in market cap is entirely reasonable, if not presently weighted toward DBII. You are not going to see DBII at COMDEX in the foreseeable future.