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

To: gizmo&jack who wrote (89882)	3/28/2000 9:20:00 PM
From: $Mogul	Read Replies (2) \| Respond to of 108040

RE: Morgan and there targets. they mean nothing, and I am talking from experience. Just look at BRCD, what a joke that was when MSCO came out with a ridiculous target and it was double that by the next time the analyst raised it. Recall ICGE, and most recently EXTR, where the analyst were caught way off gaurd by there last quater report. I personally think that they are just conservitive which is fine, and lends itself to multiple upgrades over the following quaters. With ASIA I have looked at this stock very througherly and consider it a core investment for my International portfolios. I see rev sequential growth growing much faster then the analyst can even dream. So let ASIA operate in show me first mode. I actully think that many retails are not doing there own DD and are just playing the mometum(which is fine for short term position trading I assume) but for oppertunities like what ASIA provides they will consistently miss the boat on core stocks for a international portfolio, as in this case IMHO. There are also other motives for analysts and in particular to this circumstance, the far east is a little weak right now, but will provide some of the greatest growth oppertunities for the next 5 years then I happen to believe then our own US mkt's. I actully hope I can load more ASIA to my position cheaper then current levels because I am fine with this issue as a long term hold. My own personal projections is for ASIA to reach $200 pre-split by EOY. I feel that based on my own DD this is entirely feasible and reachable as long as over seas fears subside. Bottomline is that ASIA is gold in my opinion at these levels. On a valuation basis alone it excites me, not to mention there envolvement with some of America's largest tech companies and the close ties with the Chinese gov't that make this stock a winner. See you in lt. Dec. on ASIA where we can see how this issue preforms.

To: gizmo&jack who wrote (89882)	3/28/2000 11:53:00 PM
From: changedmyname	Respond to of 108040

Don't sweat the ASIA... this is one of those rare companies that comes along that I just have this gut feeling about. Frankly, I don't care where this thing trades near-term, and would view 50s as another buying opp. Reaction to the Morgan analyst was one-sided... everyone thought he was a joke. No commentarty I saw with it either. The "outperform" at least leaves room to be upgraded to "buy" and then "strong buy." But IPOs like this are usually dead for a couple months before taking off... i.e. CMRC. 6 months from now, it could be exploding. There is just too much positive for me to say about this company. I look forward to the CNBC interview tomorrow, and I won't use any morning pop to sell, or any morning gap down to get out in case they ran it up on the interview. I am never one for targets, but I feel my target of "hundreds of dollars" is very realistic. with 37 million shares out, pricing at $100 is only $3.7 billion... and EXDS has a mkt cap of $28 bil. Oh how I can go on... but no sense preaching to the choir. Good luck with it. Jason