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Technology Stocks : CyberCash a buy? -- Ignore unavailable to you. Want to Upgrade?


To: Lee who wrote (3186)3/31/1999 6:57:00 PM
From: TLindt  Read Replies (1) | Respond to of 3990
 
>>>>What do you see that provides your faith in a $20 million Q4-99?

It is now so much what I see, but what CyberCash Managment is saying, 'that they are comfortable in meeting the analysts projections for break even in the 4th Quarter of 1999"

After hearing...reading that enough times; it prompted me to do the math which would make that event possible. I see you've done it too and have come up with a similar results. And I just applied some risk/reward to that thesis... Since you are following me on the math, try this.

Bad market, stock temporary tanks to $6....Good market and the numbers are there in the 4th Q. Annualize that, and put a 10x sales number down for Max Stock Price for sometime in 2000/2001. I'm coming up with a potential five bagger within 30 months.




To: Lee who wrote (3186)4/12/1999 10:01:00 PM
From: TLindt  Read Replies (2) | Respond to of 3990
 
>>>>I do not expect to find it in the Q1 earning release. Although if they hit $8 million in revenue that would be good.

Listened to that Paine Webber conference again tonight....20 minutes in Condon said they think 25 Million in revenue is doable this year, doesn't say they'd do it but that seems to be the target. So we have their bench...50%+(-) Quarter over Quarter.

painewebber.com