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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Highway Jim who wrote (72951)	11/23/1999 8:46:00 AM
From: kendall harmon	Read Replies (1) \| Respond to of 120523

RMKR tokyo joe has been on it big time

To: Highway Jim who wrote (72951)	11/23/1999 9:12:00 AM
From: StockMiser	Read Replies (2) \| Respond to of 120523

RMKR is a winner....or at least it's gonna be. It's not a 10 point popper right now, but I get the feeling it's going to creep a bit higher each day. It's hard to find a true "value" internet play. If you look at the primary competition, you'll note that the average market cap is 2 billion while the average revenues are 13.5 million (this year). RMKR comes in with rev's of 41.5 million this year and is trading at less than 1 bil market cap. After the QP, this one can go to 60+ easy, and even then just be in line with the sector.CRM Sector Comparisons SYMBOL REV (Mil) MARKET FLOAT SHARE (1/99 - 9/99) CAP. (Bil) PRICE BBSW 6.30 1.46 4.00 $ 81 PVTL 8.70 0.99 3.50 $ 49 1/2 TANN 40.50 1.25 3.80 $ 61 7/8 EPNY 10.50 5.06 4.20 $187 3/4 EGAN 1.40 1.22 5.00 $ 41 15/16 ------------------------------------------------------- Average 13.48 2.00 4.10 $ 84.41 ------------------------------------------------------- RMKR 41.0 >.7 5.00 $ 19 Agora summed it up rather nicely... "In our opinion, the most important number is "market cap". Despite our portfolio changes above, CRM industry average remains in the $2.85 Billion range and RMKR is at $693 million. Therefore, RMKR share price ranges are as follows: $76 puts RMKR in line with industry average $109 puts RMKR into high end of industry average $31 puts RMKR into low end of industry average Having said that, RMKR revenues and earnings are in the high-end of industry standards. As such, being one to take a more conservative approach to Internet valuations, AGORA has set a target of $35-45 for RMKR over the next 30-45 days, with a definite bias to higher numbers. " SM