Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Lost1 who wrote (28062)	4/13/2000 10:32:00 PM
From: John Pitera	Read Replies (2) of 63513

RNWK @ 32.5 is pretty mind boggling, 2.4 billion for the whole company. Selling for 18 times 2001 Sales. CSCO was selling for 25 times sales at the start of the week. ARBA is a gem for 12 billion, if it goes down 10 or 8 billion ENE should buy them, or someone really should. Look at CSCO paying 7 billion for Cerant. ARBA has deals inked with over 100 of the top 250 companies. and they are doing global busines.. Selling for around 15 times 2002 revenues.

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