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Technology Stocks : For Hedge Fund Analysts and Managers
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To: Wizard who wrote (29)5/23/2000 11:02:00 PM
From: NotNeiderhoffer  Read Replies (3) of 499
 
Wiz,

I had a journeyman analyst from one of the schlock firms I seem to favor (not!) in my office last week and we were talking about merger activity in some of the high-profile software companies and he thought an ARBA-ITWO combo would produce a real butt-kicking company. Just wondered how you and TD would react to that statement. Comments?

I am sick of arguing valuation, Greenspan, blah blah, etc, etc. So I would like to pose a simple question to the both of you. Of all the companies you own or are kicking the tires on, which company do you think has an absurdly low consensus EPS number for '01?

Or put another way, pick a company that you think will just crush the '01 estimates (based on the current consenus) when we get to that point.

NotsurebutImightsubmitPLCMNeiderhoffer
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