They need to grow their customer base, ... They had a nice compound growth rate until you compare the March 1998 quarter with the March 1997 quarter. March 1998 sales are flat with the year-ago quarter. That's not a good sign in an intensely competitive industry. |
They really busted into the big leagues. And accessing Web accounts over the phone is a good idea. |
They're in a brutally competitive market. I'm not going to buy anybody that's not a market leader. They say they're going to grow by acquisitions, but I don't know how many little niche companies are out there that they can grow. |
They're in a hot area and they're selling to top customers. Anyone is hot that sells to broadband markets. |
This is an odd beast overall. There's a lot going against it. |
This is just a warm-up for a big secondary (offering). If they were serious about selling, they'd sell more than 6 percent. |
This is just another in a long series of companies which are raising public money to pay AOL and Yahoo, who end up being the real winners, ... If this company goes public, it will definitely prove my theory that fund managers in general do not read prospectuses. |
This is just another in a long series of companies which are raising public money to pay AOL and Yahoo, who end up being the real winners. If this company goes public, it will definitely prove my theory that fund managers in general do not read prospectuses. |
You don't see that in a company that's focused on internal growth. |