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Strategies & Market Trends : Rande Is . . . HOME

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To: American Spirit who wrote (46293)	1/27/2001 8:54:35 PM
From: American Spirit	Read Replies (1) of 57584

ERICY - I sold mine at 12 1/4 and good thing I did. "Buy on the bad news" might be in order next week as ERICY will get hit. Some anal-yst in Barrons said it's only worth $9. Probably because he's short and that's where he wants to cover. gg Anyway maybe he'll get his price. The bottom on ERICY could be about 20% lower. But that will be the bottom IMHO. ERICY has revenues of about 40 billion a year and its out-sourcing mobile phone production will cut out their one money-losing division. PE's about 40 now and I love it at about 30. And if VZ gets kicked down anymore on wireless selling frenzy look to pick up that gem. Already so cheap.

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