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

To: Wes Stevens who wrote (27393)	11/12/1999 4:17:00 PM
From: HandsOn	Read Replies (1) \| Respond to of 108040

Wes read the SEC info at SMRA yahoo board, They offer many services. Carriers need a company that can fill all Their needs to maintain Their margins in an increasingly competitive sector. After reading the SEC info I looked for an entry and picked up some shares. Have a good weekend, ttyl.

To: Wes Stevens who wrote (27393)	11/12/1999 6:58:00 PM
From: gizmo&jack	Read Replies (4) \| Respond to of 108040

Wes, regarding SMRA, companies do not need unique technology to run. To the contrary, many companies run because they do exactly the same thing as other comparables in the market. Sympathy plays. Of course, SMRA is not one of these, but the point is the same. Also, if a stock could only run in the absence of competition, there would be exceedingly few "runners". The reality is that the market SMRA operates in is absolutely enormous and their sales and earnings (can't believe I get to finally use that word) are reflecting that. Their growth rate is as well. You can think what you want about their business, but #'s don't lie. I have followed the technology IPO market for over a year now and I cannot remember ever seeing a company with a 50%+ growth rate trading at only 6X its projected annual revenues. The numbers are typically more like 50X to 100X. Even if SMRA never comes near this valuation, it seems to me to be an extremely easy double, triple, or quadruple from here. JMHO. G&J