Ive been watching Citrix as well. A friend of
mine likes it alot.
Regarding ADBE, Im not sure
what the cause of the profit increase is lately. M.
Murphy feels the PDF technology is a key base for
them.They have offered it free which broadened distribution
for their technology. Now they are basically bundled
with companies which allows them to introduce their
high margin products. Seems to be working as the
profits have soared lately. The bundling approach is
reminiscant of the moves MSFT made a while ago and we all
know how that worked. Giving away software evidently
can be an advantage for future revenue.
you mentioned CSCO with NTRO. I do know that CSCO is
a small shareholder of NTRO. The interesting thing
is that some of their top officers came from CSCO.
There are a lot of types of wireless technology and
from what I have read CSCO is looking at different
areas. LU appears to have a good partnership with NTRO
as well as Seimans. Its an interesting market to
research. I have learned a ton. Im also watching AIRO as a
different type of wireless play.
You may want to
check into CMTN right now. Its price has been cut by
40% due to locked up shares but the fundamentals have
not changed. Simply market fear. Right now its at 73
with a 120 upside potential. Huge market ( DSL). CMTN
has a 31% market share but only 7% of the market
capitalization. Harmon just wrote an article on how wacky the
market can be sometimes. Im looking for this to pop in
about 2 weeks. CMTN is profitable and growing like
-adding ntro, zomx and asyt to my watchlist,
thanks for posting your picks;
-ntro looks very
promising from your description, wireless broadband will be
a very big mkt., but its not enought o have the
best technology, ntro need the right connections
-Roger Mcnamee from Integral Partners keeps hyping
citrix (ctxs) and pivotal software (pvtl) on cnnfn,
these 2 stocks may also be huge winners, Roger M knows
lot more than we guys do.
-Need to take a look
at adobe, I read somewhere that they placed their
bets on Mac and when Windows took over, they had a
tough time. They seem to be doing very well lately. I
dont know how they make money through pdf format, does
There is one other company you may want to look
at as it fits your description. A July IPO called
NTRO, underwritten by Merrill Lynch.
market cap. Partnerships with Lucent and Seimans. 18
month beta test done by Lucent on the technology.
Shares owned by AT&T, Lucent, CSCO, Seimans etc. Is into
trial or actual deployments in Germany, Austria,
Portugal and Ireland. Some trials are probably going on in
the U.S. as well. Lucent markets its product as
Lucent On Demand.
The technology is wireless
broadband. Uses a LMDS protocal and evidently has solved the
rain problem. Can transmit from 2mbs or higher using
packeted bursts. Solves the last mile problem for
broadband. Will be bigger overseas than in the U.S. Is about
1/10 the cost of laying fiber. Is about 50% off of its
high of 45 right now. Posted 811% growth qtr.to qtr.
but we are talking small numbers. Conference call
with CEO, stated they feel they have a 3 year lead on
the competition. Wireless market is expected to grow
70% per year through 2007. And yes...I do own some
NTRO. Good luck. Im through with other stocks on this
board but it was a great idea for people to share some
Another low market cap who appears to be a
growing company is ZOMX who has DVD software technology.
400 million market cap, growing like hell. High IBD
rating. I have a small amount in my portfolio since
August. So far it hasnt burned up the world but Im a long
I was looking at JDSU as all I have heard is
great things about them. The book/price value of PMCS
is 32 while JDSU is just over 7. IBD also gives JDSU
a higher EPS ranking.
Is it just that you
like PMCS or really think JDSU is overvalued? I
actually missed a buy on PMCS back in August at 92 and
never got in.
My next buy will likely be one of
these two stocks so I cracked up when I saw the
By the way, Im very long on CHKP.
What your asking for seems to be a dying breed.
Even IPO's get market capitalized over a billion in a
few weeks if they have good potential. Im looking at
ASYT but have not got in yet. It has technology which
improves the profitability in the semiconductor
Market cap of about 500 million with about 12 million
shares out there. Stock was about 14 in April and is now
38. Just seems to be taking off and was mentioned in
a recent article ( cant remember where i saw it).
IBD rating is 24/83.
My personal favorite is
Adobe systems to compliment CHKP. It has a similar P/E
to CHKP and is breaking out of the pack with its PDF
technology. Check out its chart and recent earnings and you
will see what I mean. Some investors say its the next
microsoft as virtually all you will read on the web will be
supported by its software. I know its market cap is much
bigger than you wanted but I dont get much of a chance
to spam one of my picks...lol. Good luck out there.