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Pastimes : The Naked Truth - Big Kahuna a Myth

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To: wlheatmoon who wrote (56013)8/11/1999 10:24:00 AM
From: John Pitera  Read Replies (2) of 86076
 
Mike,

U is US Air they are being beaten up due to the suspicion that Julian Robertson and his Tiger Fund is liquidating his 20% plus stake in U or is about to.

It's down from 80 in July of 1998, Price to sales of .3

athm is looking like it may be time to start acquiring, I have a thesis that broadband access will be one of the first
groups to bottom in this bear mkt. and the premier players will show relative outperformance once we have seen their downside inflection point....just a thesis....but I'm watching.

John
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