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Non-Tech : Auric Goldfinger's Short List
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To: ynot who wrote (2810)8/6/1999 12:21:00 PM
From: Sir Auric Goldfinger  Read Replies (2) of 19428
 
JNPR real company with real partners, ableit overvalued. I'd wait to see if and when any of the corporate investors sell.

RBAK, I think that whole space is waaay overdone to the upside and i don't think there's gonna be a lot of people buying at these prices right now. As well it is still estimated to burn cash through year end.

That is better than NPNT, HSAC and COVD which are predicted by the street to chew cash through next year. In fact, I think those three have negative net cash. Question is who will finance the next equity round and at what price? Thereis nothingspecial about high speed DSL, it's just bandwidth and the price of that keeps going down and fast.

Anything that does not flow cash postive and has very aggressive growth rates is going to have some value readjustments (down) in a higher interest rate environment. Disocunting forward negative and small positive earnings in a higher interest rate environment is nicht zer gut for high P/S and P/e stocks.
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