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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (8892)	9/29/2001 3:57:30 PM
From: Lizzie Tudor	Read Replies (1) of 57684

Hi Anindo!!! Re Sons: here is a 5 minute (bullish) analyst brief on sons. vuwin.on24.com There are also a bunch of negative views but I am posting this one because he discusses some fundamentals, specifically: -current warning just pushed sons to cash flow negative -136mm cash, enough for 2 yrs -10mm in convertible debt (this analyst says "a little") I'm going to go over some prior quarters tonight - I'm a little concerned with Eugene Kearney saying something in April looked "scary". I'm also looking at onis like you ... haven't started with that one yet. My alternative play is to buy cien with a stronger financial position assuming these little guys get wiped out. Jnpr is another one, they haven't warned yet but maybe this week. Lizzie

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