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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 (44791)	12/14/1999 3:11:00 PM
From: Frederick Langford	Respond to of 108040

25,000 EGRP @ 32 <if my level 2 is correct> Fred

To: Wes Stevens who wrote (44791)	12/14/1999 3:14:00 PM
From: If only I'd held	Respond to of 108040

Re: NAVI....Now that Robbie Stephens has everyone's attention, there he is on the ask. These are the tricks they have to play to bring volume. Why no volume?? Because the stock is way, way, way, way too expensive.

To: Wes Stevens who wrote (44791)	12/14/1999 3:15:00 PM
From: nick stalin	Read Replies (1) \| Respond to of 108040

ALL THREAD MEMBERS - INTERESTING NEW PICK With the recent rise in Internet Professional Services Firms stocks, there seems to be an insatiable investor demand for companies in this realm. And why not? Internet professional services is expected to grow from $7.8 billion in 98 to $78.5 billion in 03. That is why stocks like SCNT, IWOV, VIAN & RAZF have had such tremendous moves this year, making their respective valuations hard to swallow. Even this weeks IPO du jour, Xpedior (XPDR), a spin-off from Metamor Worldwide, looks like it will open with a cool market cap of $1 billion. However, there is a very interesting company that has been overlooked in the investment community that has the potential to skyrocket. The company is NexTera Enterprises (NXRA). They are a major player in the Internet Professional Services arena. Having revenues of over $150 Million, the company is far larger than SCNT or VIAN, where their revenues are $62.9 million and $43.8 million respectively. What's amazing is that the company has a miniscule market cap of only $350 Million. We are paying a little bit over 2x sales for a company that grew its 9 month revenues from $33 million to $112 Million. SCNT market cap, with 1/2 of the revenues of NXRA, is a staggering $7 Billion! But let's forget about valuation for a second: the company also has some hidden treasures that could boost this stock even further. Larry Ellison and Michael Milken are investors in the company, as well as on the board. These two honchos add a huge level of integrity and credibility to the stock. But the real beauty is that this company already has something that SCNT & VIAN are speculating to do. An excerpt from thestreet.com's Cramer: So look for a whole new group of incubators to be spun off or created by the same people who bring you all of their other deals. I saw one this week, in a report about Scient (SCNT:Nasdaq - news), the Web consultant and red-hot stock/B2B stock. An analyst commented that Scient, which has been at the forefront of making great sites, is now going to take positions in the companies it helps. That makes all the sense in the world. It should insist at least on warrants for everything it does. That's right. NXRA has an incubator side (NextNet) to their business, which they just teamed up with CMGI & Paul Allen's Vulcan Ventures. If RRRR is any indication of how a stock can move based upon a venture capital subsidiary, then I think we have a winner. biz.yahoo.com From the ludicrous valuation, to the dynamite backers and management, to the venture side of the company; anyway you look at it, the stock should not be at these low levels. $18 Short-term target $25 Long-term target Respective valuation links: biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com Voluntary disclosure - Long 2000 NXRA @ $10. Any opinions?

To: Wes Stevens who wrote (44791)	12/14/1999 3:17:00 PM
From: Bryan	Read Replies (3) \| Respond to of 108040

Crys buys a company that lets you run windows apps on linux and it does nothing. >>> This is bugging the shit out of me so I'll just ask. Why not just have LINUX and WIN o/s as separate boot-ups on your PC? That is the way I would approach LINUX anyway. I like the way my WIN applications run in the respective environment, so I would not waste the $$$ on the "middle-man" product to run those WIN apps on LINUX. HOWEVER [and even I the devil's advocate realizes this.] That sort of strategy is not conducive to a productive corporate environment. Right? Who has the time to boot and reboot the workstation depending on the application? That's where CRYS fits in nicely and fills the gap. It's a great idea...from a corporate standpoint, and Crystal has the company with the code to the product. Now what about that crazy stock price?? B