Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (4534)	2/27/1999 5:56:00 PM
From: Bill Wexler	Read Replies (3) of 4634

Market caps of BYND and CPU now nearly equal. In fact, if you back out CPU's cash(-debt), BYND is actually a more expensive company. BYND losses per quarter exceed its gross revenues. Interesting that investors are throwing away CPU's business because its (profitable) retail operation's assets are actually looked upon as a negative. I find it doubly interesting that despite Beyond's "superior" internet model (i.e. "no inventory", "no overhead", blah blah) and despite the fact it only sells higher-margin software....its gross margins are inferior to CPU's. I laugh at the way a new round of analysts comes along every few years and proclaims "CPU's business is now obsolete because....". Yet CPU's revenues continue climbing. It's a terrible mistake to underestimate this company. It would also be foolish to get scared out of the stock because it is acting like a dog in the short term. I continue to accumulate the stock, and my opinion will not vary if the shares trade at 1 on Monday morning. I am convinced that not only will the stock eventually trade significantly higher, but it will surpass its all-time high.

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