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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (3662)4/2/2001 4:57:19 PM
From: Logain Ablar  Read Replies (1) of 33421
 
John:

CMRC book value has a lot to do with the appnet goodwill. They only have appx $130M of cash (last q) which is less than $1 / share). AR is up there too due to the merger. The SG&A is high and should come down.

Not sure of ARBA's.

If you like a good balance sheet look @ CORV & SCMR. Both have around $3.5 / share in cash and good balance sheets.
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