List of micros and bargain babies: CMGI (cash = market cap), RRRR (ditto), CHINA (large cash), LOR (50% of book, satellite fever, G history now), LSI (20% growth PE 18 1 bill cash), CARE (cash twice market cap), ESHR (50% under book, at recent low, 50% market cap in cash), SCNT (180 cash vs. 235 market cap and a class company), VZ my favorite big cap at 12 PE and based solidly just above $50.
- Do your own DD. Most everything tech down today toward recent lows. Of course everything down 60-98% since highs. I refuse to make any other predictions. That's up to God, the Fed, management execution and of course Sybil The Soothsayer. |
