To: dwlima who wrote (5778 ) 4/21/1998 8:01:00 PM From: dwlima Read Replies (1) | Respond to of 7703
In the past few months we have seen some amazing price appreciations- of which any analyst would have had difficulty predicting. some merit their lofty price as they will carve out a niche in the world of the internet and be rewarded, whereas others will not be so fortunate and will crumble as the internet scene shakes out. we do have a paradigm shift as rocketman stated and most of us (including me) have little idea as to how dramatically this technology will impact us and business. in general, some of the non-financial things i looks at are: strong leadership, a good business strategy and press releases to confirm proper implementation, 4 Ps of marketing (good product at a good price with good distribution channels and good advertising), a large market with a need and disposable income for the product, competitive situation, sustainability of current situation, market share and market share trend, substitutes, etc. with all this, i see dgiv as a front-runner. i think dgiv could do a lot to improve their image. better web sites for IR firms, articles in trade journals, memberships with indusrty-related consortiums, etc. but, if i had to choose, i would prefer mr. chin to be signing contracts. other internet-related stocks have gone crazy these past few months. for example: AETTQ: up 300%, BDE: down slightly, CPAQ: down a lot, CMG: up 350% CKS: up 70%, CYCH: up 80%, CNWK: up 50%, GNET: up 280%, GTRC: up 30% IBNL: up 450%, IMAL: up 100%, ITVU: up 200%, NSOL: up 200% NTKI: up 85%, OMGA: up 20%, ONSL: 90%, RNWK: up 130%, SCPI: up 100% USWB: up 330%, DGIV up 1800% looking for another stock, throw a dart and daytrade or play one of these for a quick ride up (or down). so, what do we do now? will dgiv go down, up 100%, up 300% in the next few months??? i don't know for sure, but i have placed my money where my mouth is and will ride this out. in july when we get to $30 per share (up 600%), the list above will change..some will have rocketed up even faster and some down just as fast...but i feel secure with the non-financial factors that i use to analyze chin and dgiv dwlima