Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Microcap & Penny Stocks : Xin Net Technologies - BB: XNET - The Next Internet Stock? -- Ignore unavailable to you. Want to Upgrade?

To: DavidMW who wrote (599)	3/29/1999 12:46:00 AM
From: FFNEODOC	Read Replies (1) \| Respond to of 1593

Market Cap & Revenues Update: AOL vs IMOT vs XNET Market Cap & Revenues comparison; XNET vs IMOT vs AOL using share prices from 3/26: AOL has a Market Cap (MC) of $128 billion. MC of XNET =$19 million, IMOT = $44 million. REVENUES Estimate; XNET 1.7 mil, IMOT .28 Mil, AOL 4 bil MC/R: XNET 11, IMOT 157, AOL 32 P/E: XNET 42, IMOT 5000, AOL 570 Note that our revenues estimates are based on the investor's package from XNET, but have been reviewed by the company with no major changes suggested. See: Message 8340359 At any rate, when the revenues are posted on the new web site (We anticipate sometime within a week), we'll have a more accurate idea. Keep checking @ xinnet.net The ratios for the Chinese ISP's might be justified in being larger than for AOL, since in the next 5 years there will be a 16 times increase in Internet users in China, and only a 3 times increase in the US. (See chinavista.com ) At any rate, by comparison XNET clearly appears to be undervalued at this current price level. MC/R ratio may be a more important indicator than P/E, since Top Line growth (Revenue) is probably more important in China at this stage (Like it was to AOL 3-4 yrs ago... remember in 1997 AOL lost $5.22/share). In other words, you would want to sacrifice some earnings to obtain a larger market share in the current Chinese competitive environment.