The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (12858)	3/28/2000 7:46:00 PM
From: Allan Harris	Read Replies (2) of 15132

It sure looks better than Global Crossing at this point Re: TDY A friend of mine emailed this to me tonight: "Do you know something that I can't otherwise find? With 3 month average trading volume / day at $ 242 K, and the fact it traded 1MM shares yesterday and 1.9 MM shares today, float of 15 MM, something is going on here. There is not that much short position in the stock to account for that volume. The only thing that makes sense is the company is in play and not simply being driven up by the 'day traders.' Market inefficiencies don't present like this stock. If you are a pure value investor, then the sector and industry are trading at a TTM P/E of 36. Quick math makes this stock worth ($1.79)(36) = $64/share which would be a double from here." As for GBLX, I'm ignoring the price action in here in deference to brilliant management, global optical networking and the continued enthusiastic, unwavering support from G. Gilder, who named GBLX his "stock of the year" for 2000. A

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