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

To: nick stalin who wrote (45058)12/15/1999 9:17:00 AM
From: crimson  Read Replies (1) | Respond to of 108040
 
"Steve Harmon knows a good deal when he sees one. One of the few dominant franchise B2B plays that has not yet exploded. RETK also in the same camp. Both great companies."

Don't forget ITRA - the press lately has been very kind to ITRA.



To: nick stalin who wrote (45058)12/15/1999 9:18:00 AM
From: gizmo&jack  Read Replies (2) | Respond to of 108040
 
CMDX is about 2.5X SQST market cap, not 10. And its revenues are not mirrored by SQST. For the 1st half of the year, they were more than 3X SQST revs. I think SQST was cheap relative to CMDX, but not anymore. Of course, I still think both CMDX and SQST are cheap relative to other b2b's so they should both do well.


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