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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (5)	5/10/2000 2:40:00 PM
From: Killswitch	Read Replies (1) of 57684

YHOO rallying now, LCOS has rumors of 10 billion buyout by VOD.. that would put it at something like 400 or 500 forward P/E. What is overlooked? The company that owns SI- GNET: trading right now at around a 40 forward P/E (they will earn around a buck in next 4 quarters), at share prices not seen since early 1999, $400 million plus in bank and investments, market cap barely above a billion. Broadband relationship with Charter cable, they will be one of the leaders in this area- initial rollout this summer. Take a long look, it's an easy 3 or 4 bagger from here in next 12 months.

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