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


To: CrayUSA who wrote (66956)1/25/2000 10:50:00 PM
From: gizmo&jack  Read Replies (1) | Respond to of 108040
 
Re DMRC: Unique patented technology!!! These are the stocks that have the potential to be gorillas. Happened with QCOM, RNWK, and many others. And answering Wes, I think the reason this stock didn't move that much today is because the news release came out around 3:30 PM. It move 4 points in the last half hour. Remember, this company's revenue was based solely on a consortium of banks which were licensing DMRC technology to prevent currency counterfeiters. I think today's news wakes up the country club to the variety of applications for DMRC technology. The entire music industry. And I read that they are the frontrunner for the motion picture industry (DVD) as well. There is so much other stuff going on with this company as well which I read in a couple of research reports, but I don't have them with me right now so that will be another message. The potential here is massive. The downside is limited. The kind of stock I really like. And, by the way, revenue growth has been outstanding, year-over-year and quarterly. While many companies struggle to maintain this growth, I expect DMRC's to actually improve once it goes beyond counterfeit money as its sole source of revenue. As it is, the company is trading at only around 60X its annualized 3rd quarter revenue. Will probably be only 40 to 50X annualized 4th quarter revenue when that comes out, again without any of the other multi-billion industries taken into account. Any way you slice it, this stock has enormous enormous potential. Both Gizmo & Jack love it.



To: CrayUSA who wrote (66956)1/25/2000 11:24:00 PM
From: KevinMark  Respond to of 108040
 
Yep! Licensing is where it's at.