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Microcap & Penny Stocks : BANY: Core business growth, exciting affiliations! -- Ignore unavailable to you. Want to Upgrade?

To: David L. Wasylenko who wrote (2883)	9/17/1998 10:07:00 PM
From: brad greene	Respond to of 5847

David, The cool thing about the new Doublecase line showing up on the Dell retail site is the impact on Q4. As you know, Doublecase got their product on the GSA Schedule....and then sold a bunch of cases to the Air Force for fighter pilots. Then Dynamic Decisions and that other government subcontractor signed deals with Doublecase for the Desktop V contract....that is worth billions of $ over 4 years. Keep in mind that Dell is the big kahuna of Desktop V. So then BANY pops the Dell deal...(surprise, surprise)..for cases to be sold through their Federal Systems Group.....and retail later. Dell knows that government Desktop V customers want the hard case! This is very cool. Q3 should show a small amount of Dell Federal sales.....but Q4 ending December 31 should show a large increase in Federal sales along with some marginal retail. So I think part of the meat for Doublecase will be the % gains they should be able to show quarter to quarter.......as Dell sales ramp up. This will place a growth rate on Doublecase that will really help BANY's valuation. I believe everything will come together towards the end of the year. I think the stock will ramp up too...as these things become known. Given the fact that most, If not all (and perhaps more than all) of BANY stock is making it's way into long-long accounts......this bodes well for rapid moves towards fair value. Fair value for BANY is quite a bit higher than the stock is currently trading.....IMO. bg