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Microcap & Penny Stocks : RADN - Radyne Comstream -- Ignore unavailable to you. Want to Upgrade?

To: coug who wrote (39)	3/4/2000 11:57:00 AM
From: stockman_scott	Read Replies (3) \| Respond to of 112

<<What am I missing or not seeing??.. Low Cap and float structure.. Earnings in the hottest of hot sectors IMO.. Revenue growth..>> coug: I don't think you're missing a thing <G>...I discovered RADN in the mid 20s and have been aggressively buying it on up into the mid 30s. It is now my top core position in my portfolio. Radyne should gain more attention as they continue to deliver an outstanding performance for their customers and their shareholders. IMO, this firm will get coverage from one of the major I-Banks in the next few months. I feel its the only pure play 'picks and shovels investment'---in the fast growing satellite internet infrastructure arena. IMO, If this firm executes well, they can easily command a multi-billion dollar market cap. Glad to have you on board the Radyne Rocketship..:-) Best Regards, Scott

To: coug who wrote (39)	3/4/2000 5:44:00 PM
From: StockMiser	Read Replies (2) \| Respond to of 112

I agree 100% with the "what am I missing" thought. I had exactly the same feeling. Afterall, cheap stocks are usually cheap for a reason...but some reasons are more reasonable than others :-) IMHO, RADN is a "cheap" satellite play because it was an OTC:BB stock. I don't trade BB's, and most professional traders I know don't either. Big brokers pretty much ignore them as well...regardless of financials, sector, or "potential". Lack of financial disclosures is one big reason. Then in early Feb, RADN became an Nasdaq/SM stock, and increased their float to 3.5 million. To most of the street, RADN became a "real company", dispite having been in the biz for 17 years...heh. So...RADN trades like a new IPO, minus the "ipo hype". Had RADN actually been an IPO, we might of seen 70-90 on the first day based on revenues, growth, and existing customer base. But since it wasn't, RADN is catching up to where it really ought to be. When I saw RADN was actually a profitable company, I did a double-take. But when I saw projected earnings expected to grow from .15/share to .53/share by end 2000, I did a triple-take. RADN is surely ripe for major industry analyst coverage...its just a matter of time before the big brokers initiate coverage. This is at least my perception of the stock, and I expect RADN to at least reach an average valuation to it's industry peers (probably somewhere in the $60-100 range). However, if the right exposure comes (more major deals, big media write-up, CNBC focus), those fundamentals and projected earnings growth will be fertile ground for some major valuations. But for now, I am quite pleased with a slow-n-steady 10% increase per day...lol. Sorry...but that was the best "naysayer" response I could muster for ya... SM