To: From_Verbier who wrote (9562 ) 2/9/1999 10:26:00 AM From: James Simonick Read Replies (1) | Respond to of 40688
What are posters talking about last year's numbers trying to achieve , they mean s..t right now....The numbers are all based on an so so Website that has not been marketed to it's full extent.... I generally agree with you FV and think your general assessment is correct. I also believe you discount the value of trying to assess, in a more refined way, the many pieces of information that are available to serious investors who are trying to refine their risk/reward expectations. Many are trying the statistics route, accounting, etc., and trying to apply some small amount of extrapolation, at times, to overcome the deadlock of some missing information, with respect to the validity of results achieved. For example, the fact of a given amount of revenue exists (regardless of time period accounted for) at a time when a partially functional version of software is released (which is merely intended to make an initial evaluation possible to investors and clients, as well as accomplish some tasks in the interim) can be very significant as an indicator qualitatively and quantatively. 1) The company has signed up >= 1200 subscriptions on.. 2) A stripped down working model of the features intended and... 3) Is cash positive during start up... 4) Effects of Isreals sign-ups are not included yet 5) At least 45 other COC's responses are pending 6) Scheduled major marketing is about to begin I think there is a lot of validity to the factual nature (as well as the speculative nature) of the above information (which is not at all conclusive) in gaining a quantitatively refined grasp of the value of this company long term. When coupled with the 'levers' of short term investors, a more speculative but generally useful assessment can be gleaned of day to day activities by many involved parties. If this is of no interest to anyone else, (or is too much trouble to think about), I will say it is of interest to me. Good luck.