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Technology Stocks : Quarterdeck: Making a Striking Comeback! -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (2819)	5/2/1998 6:40:00 PM
From: Harry Wong	Respond to of 3307

Because of the dilution, you are saying that QDECK will have less of a change of going up? (Two a week ago it was above 2.00) Anyone who invested in this stock is "out of luck" and the stock will just go down or stay at it's current price. I hope no other potential investors and analysts view QDEK like you do. All the QDEK investors who purchase it two weeks ago and earlier would surely be in a state of panic. It nice to know that stocks are drive by momentrum and not logic or alot stocks would be always in the same range or lower for a long duration unless earnings materializes. If this was true, a computer could generate profect picks because all you would look for is consistant earnings and sales and that it - no analyst, no speculation; every thing would be exact, prefect, no errors. Also, there is nothing wrong with increasing the worth of the QDEK. It actually happens everyday, please buy all these internet stocks that have super high valuations and do not earn any money. I think 288MM is acceptable and so is 500MM. I hope your wrong in any case regarding QDEK .

To: Lizzie Tudor who wrote (2819)	5/2/1998 11:08:00 PM
From: Jesse Livermore	Read Replies (2) \| Respond to of 3307

I don't buy the low valuation. 4x net revenue would be 248 million divide by the # of shares = $3.66 right now. This is based on an annualized WEAK 2nd quarter net of 15.5 million and a fully diluted outstanding share basis of 67.6 million. So, right now the stock price is too low. Compare CYBR. valuation of $5.96 based on sales and shares. Actually CYBR is trading at $7.75 QDEK has the same cash in the bank but more debt. It also has more new and better selling products. What does QDEK have that causes it to be undervalued? A very low stock price and a dilution that has not finalized at 67,600,000 outstanding. If the dilution finalizes at this number than there is no reason QDEK can't shoot immediately to a conservative value of $3.66 and given a good 3td quarter much higher. My 4x net quarterly revenue annualized/shares is not a hard and fast valuation but it puts you in a rational ballpark. NETA values at 39 in this formula but sells for $70.