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Technology Stocks : Icon CMT Corp. (ICMT) -- Ignore unavailable to you. Want to Upgrade?

To: LghtBrgade who wrote (31)	3/23/1998 6:41:00 PM
From: TERRY MURPHY	Read Replies (1) \| Respond to of 128

This stock is clearly undervalued relative to its peers and is poised for another move up after it consolidates. USWB is the closest public comparable and trades at a $700M market cap with a smaller revenue run rate and no ISP backbone. ICMT, by contrast, has better management, more robust organic growth, and a network infrastructure that may make it an attractive takeover target for a TELCO. I believe USWB will come down to about a $400-500M cap but believe that ICMT can trade up to match this valuation. If this were to be the case, ICMT stock would be at about $30. I don't think this is unrealistic--just be patient....Terry