SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?


To: wlheatmoon who wrote (1248)6/7/2000 1:09:00 PM
From: John Pitera  Respond to of 2850
 
Mike, thanks for your thoughts.

this post asks my real question

Message 13843639

It's obviously too early to tell -g-

the valuations do seems out of line, we'll have to see if
say ARBA can really accelerate both their business
model and revenue growth from the 323% Y/Y growth we saw in
the latest Q, which they say they believe is the case.

CMRC's revenue growth was an unsustainable 1600%,but they
are both coming off very tiny base numbers.

the next two earnings periods will be interesting.

John