As a courtesy to the existing posters of this
board, I would like to notify you that I am changing my
alias from ST_CFA to SmallCapValueHound. I am the same
person, just changing the alias.
I will not use
the ST_CFA alias any
NETS summary. Check out its board. Sorry about
the hype. I just bought in SPNSF today! I really
think this is a deal or other wise I would not post
here. YOU WILL NOT SEE THIS POSTED ON ANY OTHER BOARD.
So I'm not spamming.
I'm very impressed with
the management team and the company's strategy in
serving the limitless potential of the college community.
There's no doubt that experienced management is key in
all industries, but perhaps most important with
regards to the Internet which is moving at warp speeds.
The advantage of NETS management team is clear to me:
1) they come from the major areas of the Internet
(e-commerce, hardware, software, and portal through Lycos,
Netscape, Bay Networks, Object Design...) 2) they have been
at the forefront of the Internet in their other
endeavors 3) their experience and success gives them
knowledge of what works well on the Internet and where to
put resources to work, and 4) they obviously believe
that NETS is the future, otherwise they would have
remained at their previous companies. This management has
to give investors long-term
Second is NETS target audience and strategy. Most of us
have been to college and understand the enormous
potential a product or service which can serve this market.
I know that I have personally stayed up many nights
with my college friends (then and now) thinking of
products which could tap into this community.
Unfortunately, I haven't invented anything yet. But NETS looks
like the best idea that I have researched to date.
Why? Because the company already has the
infrastructure in place (college billboards, HotStamp postcards
and college newspaper) which can be used to advertise
not only their own websites and services, but other
partners' services. It's the perfect vehicle to increase
Furthermore, college students don't use AOL or other ISP
services. Each university is part of the original Internet
backbone. Students log-on through the university and then
surf wherever they want to go. College services
(ordering textbooks, bidding for classes, career job
search...)are separate from the Internet link. NETS proposed
website (Commonplaces) can aggregate the best/most
popular college websites and link ecommerce services with
the college services (mentioned above)of each
university at one website. In essence, a one-stop shop for
college students. This is a terriffic idea and the
management of NETS can make this a reality.
LHP, The company always has a conference call
when earnings are announced. Usually they announce on
a monday or tuesday. In the 3rd quarter conference
call, there was talk of a least 2 possible significant
contracts for Euro-conversion work. One has been announced
about 2 weeks ago. This division of Sapiens is expected
to be big.
Remember,,,,, non y2k and
euro-conversion business grew by 33%.
consensus estimate is 0.16
Estimated reporting date is
I thought I was on the 'discussions elsewhere'
I'm sorry. I know that:
1. You pay a lot more
than to use these message boards.
2. The volume on
this board is so great right now that I am
slowing down the system.
3. My precursor "I
apologize...just hit next message button" was
Is that how you introduce potential investors to
C'mon guy, have a heart...its
Please bare with me on this one, folks.
Non-ex-MALLites just hit 'next message'. I apologize for taking
up space on this board.
I was away for 1
week (IPO week) with no phones/internet/tv, etc. and
my worst nightmare happened.
When I finally
got access to a phone (IPO day) MALL was at 29. I put
a stop in a 60 before I left, but it didn't happen
(I didn't wait long enough to hear the error message
on the automated trading system). What made this so
painful was that I had counted on the stop and mentally
spent every dime of the profits (lesson learned). I was
crushed. Doubling my investment was no comfort, when it
had been quadruple+.
I was so disgusted, I
gave up stocks for good. All this was too much for a
I think I may have a problem. I couldn't resist. I
have now gathered enough courage and capital to make
my sophomore play. Possibly SPNSF? Time for some
I too have changed my name from retiringat30 to
retiringat31 as a reminder of my 'minor setback' in
Thanks to all for continued guidance and support.
Hi. I'd rather not post about MANU on this board,
but just for you....
I'm not posting over there
because I don't have much to say. I think most of the
people over on that board are bitterly holding on to
stock they bought at the $40-50 level, but they are
more familiar with the company and its history than I.
I bought in at about 12 a few months back, and some
more at 10.5 this week. There's crazy talk about a
takeover bid, but I doubt that will pan out. I'm hesitant
to make any short term predictions on this one, but
I think in the intermediate term, $20+ is a fair
bet just on earnings. More if this takeover stuff is
The people over on the MANU board
seem frustrated by a lot a false starts and the
inability to gain any momentum. There's a few RTQ watchers
over there (as I know from MALL, the RTQers are the
real nervous, or real excitable investors. I should
know, I was one of them, until I sold half my MALL
position at a slight loss this week to get off margin. The
good night's sleep was worth it to me. Now I'm just
chillin' and waiting it out. But it was at 60!
I think the MANUites are mostly just
frustrated because they're stuck with $40 stock. But,
barring any major management screw-ups, I think this
company has a fairly good chance of doubling or more
within 6 months. They just need to quit disappointing
with their earnings and stay away from bad news for a
while. This was once a $60 stock and it can probably get
back there. And I think the upward movement will start
sooner rather than later. However, that's just my hunch.
This one is tricky to valuate because they still seem
to be suffering from the big expense last May, so
the numbers I usually like to crunch say to stay way.
But I believe in the sector, and the company's growth
potential. I believe they will turn a profit in the near
I'd be happy to hear your thoughts over on the MANU
board. I think they could use some fresh blood.