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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Anthony@Pacific who wrote (47193)12/3/1999 1:40:00 PM
From: Mr. Big  Respond to of 122087
 
What is this world coming too. Time to short if your going long <gg>



To: Anthony@Pacific who wrote (47193)12/6/1999 7:50:00 PM
From: Tim O.  Read Replies (1) | Respond to of 122087
 
Anthony,

Sharing some research I did on NTPL.

Everyone in this, should look at the 11/99 analyst presentation from netplex. netplexgroup.com

here's a summary:
netplex b2b services - $50M run rate, 39% margin, 154% growth rate
techcellence subsidiary - $40M run rate, 3.6% margin, 10% growth rate

techcellence.com business could be huge - they're proposition is to cut out the tech contractor agencies (who get a 25-35% cut) and act as the immediate intermediary between the contractors and the hiring
companies.

peer group chart comparison - scient, viant, proxicom, sapient, usweb

when they did the presentation, their market cap was only $20M, now they're around $100M, but still multiples below their peers who have much less revenues.

tim