Paul, Clearly, you've been around SI for a long time,
and, clearly, you don't often post, and, clearly, you felt strong about that comment to have posted it on five threads; however, I have no position in the stock but can only hope that I can get hold of what you are smoking.
FWIW, I have the "fair value" based on '01 eps to be $17, and based on '02 eps to be $22. So, IMHO, we are in the neighborhood of fair value. This current fixation of the street on revenue is about as entertaining as the old days of basing values upon interesting concepts such as page views. The Street is going to attempt to distract us from the fact that eps comparisons are going to turn favorable.
Just a View from the Wild Fox
TB |
