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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: PammyLee who wrote (25789)	11/10/1999 2:00:00 PM
From: DO$Kapital	Respond to of 108040

Nice timely call TMNT!

To: PammyLee who wrote (25789)	11/10/1999 4:21:00 PM
From: DO$Kapital	Respond to of 108040

TMNT, target of $30....hmmmmmm <<<<<<......The company (TMNT: news, msgs), for example, collects data and statistics for Web use and telephone use. Telemate.Net, for example, sets up so-called firewall systems that prevent abuse of telephones and the Internet. Cutler, a big believer in comparable market capitalizations for similar companies, says he shakes his head each time he looks at the soaring stocks of WebTrends Corp. (WEBT: news, msgs) and Media Metrix Inc. (MMXI: news, msgs). After all, Telemate.Net at 12 a share sports a market value of less than $100 million on Nasdaq. WebTrends and Media Metrix are each more than $800 million. TeleMate's revenue, which includes sales for telephone-related software products, is on pace for about $15 million a year, based on figures for the most recent quarter. Media Metrix of New York, fresh off a secondary offering of 3 million shares at 50 1/2 a share, is running a $22 million-plus yearly revenue pace. WebTrends of Oregon, which just showed a quarterly profit, is also running a $22 million-plus yearly revenue pace. "I feel Wall Street is ready to tackle this one," said Cutler. "The specific applications of each of these companies is somewhat different, but they are all in the business of collecting, organizing and selling data on Internet/Web site usage," he says. Telemate.Net hourly chart Telemate.Net's clients include AT&T, Coca-Cola and Phillip Morris. "Employers are finding employees are spending too much time surfing the 'Net on work time," Cutler said Wednesday. "Gee, what a surprise. With this company's software, they can track Internet usage/Web site visitations." So why no respect for the company's stock, which first sold to investors Sept. 29 at 14 each? "The IPO was hot -- it got priced at the top of its range at $14, and a quick burst to like $18, then it dies in the crummy early October market," Cutler says. "I think $30 a share is more reasonable."..........>>>>>