Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Sonki who wrote (7702)	9/6/1998 5:53:00 PM
From: dougjn	of 42834

Sonki, IMHO you are absolutely right about the lact of importance of book value in many leading companies these days. For a variety of tech reasons, it takes fewer bricks to turn of stuff of value in many areas. However, his comment on the overhang of options is more worrying. Right now they do seem to be using most of their cash earnings to keep options dilution at bay by repurchasing shares. Still managing to grow earnings and cash very quickly; that's how good their business model is. BUT...if growth slows the large option overhang, more of which automatically vests and becomes exercisable each year, could be a double whammy. Doug

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