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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (21994)	11/10/2000 7:53:56 PM
From: JoeinIowa	Respond to of 29382

Found this on the Yahoo GOAM thread. Looks interesting and if the market would turn I think they will pop pretty quick. GOAM's incredible value vs. Aether by: wgcpcs 11/10/00 6:23 pm Msg: 7786 of 7787 -- UPDATE --- After this week's market downturn, GoAmerica is now even more massively undervalued next to its only real comparable competitor: Aether. GOAM is the absolute pioneer of this huge new wireless data industry (since 1994!) and it and AETH are the only enterprise-scale companies capable of ramping up wireless data across the entire business landscape over any device and network. It is corporate America that will truly LAUNCH wireless data in the next several months, more so than the consumer market (though that will come soon enough, too). Handspring, Palm, RIM, and the PocketPC vendors are selling devices as fast as they can make them, the wireless modems for them are here (Novatel, SierraWireless, others), and Ricochet is now up and running for wireless laptops at DSL speeds. This was all much in evidence at the WirelessIT trade show I just attended in Santa Clara. ( wirelessit.com ) The time for large-scale business adoption of mobile data running on these devices is starting NOW-- we've hit the inflection point folks-- and GoAmerica with their market-leading Go.Web software technologies, their vast array of major industry partnerships (Dell, Microsoft, EDS, Oracle, H-P, EMC, AT&T, Handspring, RIM, Staples, and more), their 2 major wireless data operations centers in NYC and NJ, and their unequaled years of experience and proprietary knowledge in developing this market-- have made them, IMO, the best positioned company as this industry takes off. And most of all, unlike Aether, they are just starting to be discovered by Wall Street! With very similar revenues and capabilities, the discount to AETH right now is about 89%!! GOAM is also still 19% cheaper than OmniSky! (which is basically just Aether's spun-off consumer access division). Market capitalization: - GOAM: $450 million (50mil shares @ $9/shr) - AETH: $4 Billion (40mil shares @ $100/shr) Dell Ventures didn't take a 7% stake in GoAmerica for nothing..... Morgan Stanley's recent Strong Buy coverage may be just the beginning of a BIG discovery by the Street...... It's easy to sound overpraiseworthy of this company and their story, and I definitely hate investment hype, but the facts and numbers on GoAmerica and the future of the wireless data industry speak for themselves..... A focus on the fundamentals-- leading proprietary technologies/standards, industry size/growth, management, partnerships, brand, execution, and comparable valuations (AETH), makes it very hard not to be very impressed with the investment potential of GOAM at these prices......