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

To: Marshall001 who wrote (29196)	11/17/1999 1:12:00 PM
From: Jerry S.	Respond to of 108040

HSAC was reiterated buy by JPM with $40 price target, nice volume today. Got a feeling it could trend up nicely from here cnetinvestor.com

To: Marshall001 who wrote (29196)	11/17/1999 1:19:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

Mougl, can't believe you sold IMAN considering your love for AGIL. This company will be the best IPO of the day by far in terms of % gain from secondary market open. RMKR has flat growth and is trading on momo alone. It won't last. TRRA is more than 100X revs. VRTA revenue growth is also flat. (Again, these companies don't fly. Remember VIXL?) But IMAN? 400% growth last year. Looks like over 100% again this year with 1st half revs already equal to last year. The company has revenues of about 2/3 that of AGIL (a primary competitor) but it's market cap is 1/5. My fair value market valuation for these guys is somewhere between $1.5-$2.0 billion or a stock price of 75-100. Not surprised in the least that this was the one Kimberly posted on. Was holding out for it all day.