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Technology Stocks : Concentric Network Corporation (CNCX) -- Ignore unavailable to you. Want to Upgrade?

To: Tekktrader who wrote (101)	4/10/1998 12:40:00 PM
From: Brian E	Read Replies (2) \| Respond to of 377

Tekktrader, I missed the CNBC interview the other day. Did he come out and say that they're comfortable with earnings estimates? Everything that I've seen leads me to believe that they will meet expectations, but that is more of a hunch than a fact-based statement. As far as valuation relative to competitors is concerned, it's too bad that fundamentals don't seem to matter with net stocks. I'm sure that valuation will matter soon enough, but for the time being, it doesn't. When that day does come, it should only be beneficial for CNCX based on their low P/S relative to competitors as well as their 3-5 yr growth rate. I've seen growth estimates as high as 50%, although that may be extreme. Good luck, Brian