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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (76552)	2/25/2000 1:26:00 PM
From: double-plus-good	Read Replies (2) of 132070

Michael, I'm wondering if you have any thoughts on PUMA. The earnings and sales reported yesterday...7MM in sales for the quarter with basically break-even results. I understand they are expecting quick growth due to the exploding hand-held and cellular internet appliance stuff. Market cap is now 2.3B. I suspect most of their software sales will be via OEM and that they may end up doing 100MM or more in yearly revenues within the next couple of years. I actually owned it when it was 2 per share and sold at 8. The best I can see its a 20 dollar stock. Premiums seem a bit rich. Is this one you would play with your 90/10 plan or are there not enough underlying faults besides the "disconnect" in valuation? ++

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