SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cyberian Outpost (Symbol: COOL) -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (427)12/5/1998 8:35:00 PM
From: CGarcia  Respond to of 1932
 
"How about this question - what are your biggest concerns/worries with COOL over the next 6-12 months?"

My biggest concern is whether AOL will charge them too much for advertising in the future...as it stands now I believe the reason COOL WILL succeed is because of it's exposure through AOL, MSN, their TV and print ads, shopperconnection.com, etc...this company has so much momentum right now that I see the stock forming a base around the $30-$35 area shortly...We will know after the next quarter's numbers come in just how powerful a company AOL is, because I think COOL will beat the street by 50% over analysts expectations...You know that will cause a buying frenzy for a week or so...So far COOL management has backed up it's stock with their numbers, growing with each quarter at a faster rate than analysts expect....until they reverse this trend, I seriously expect COOL stock to follow suit...I guess you may be right, I probably do show alot of enthusiasm for this stock, something we really shouldn't do, but then again, I am excited for it's future....let's wait and see...Good luck to all the longs!



To: Elroy who wrote (427)12/6/1998 2:23:00 PM
From: Joe Pirate  Respond to of 1932
 
>>As far as earnings go, with a current market cap of $500 million, how many years do you think it will take COOL to earn $500 million?<<

Let the games being.. Show me an internet stock AND a technology
stock where the annual gross = their market cap. Lets start with
GOOD companies like Lucent, Cisco, Intel, Altera, Xilinx, Linear,
etc. for tech stocks, and lets start with Yahoo, Amazon, etc...
(didn't they say that YHOO passed up SEARS in market cap ? I didn't
check).

IF the market gives COOL the same market cap ratio as Amazon.com
(which BTW is 11 Billion give or take) and using 100 million
in gross annual $$$ for COOL, what would the stock price be ?
Somewhere in the $90 ballpark ? (depends on the net). Even IF the market only gives COOL 1/2 the market valuation, still a $40 stock.. If you AXE me, COOL under $25 is buy and over $25 start taking profits. No doubt that this is going to be a roller coaster, even if it drops back to $15, I would bet we would see a ride from $15
back to $30. COOL is in the early stage of the ballgame and
this stock will drive you nuts with the movement.

Pirate

P.S. How many are itching to see what happens next week ? <g>

P.S.S. Did you Amazon's earnings history. Their gross income
is soaring, but their net gets worse each qtr. They must
be spending a bundle on advertising and such. Crazy...