After The Dust Settles - (Finding Potential Bargins) Message Board

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Pastimes : After The Dust Settles - (Finding Potential Bargins)

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To: Dr. Jeff who started this subject	9/27/2001 11:08:37 PM
From: Dr. Jeff	Read Replies (3) of 19

Being that I'm clearly more of a bear, I thought I'd start out with a few stocks I think may be terminal shorts. Obviously they should be stocks that are still marginable and shortable. GTW, AMCC, RMBS & MU to start. My first choice for a long is SUNW in the $5 to $6 range (1 times sales). I feel that management has been very forthcoming about the realities of it's business and the bubble. IMO, SUNW will be one of the first companies to recover and emerge a winner. I believe they have earned some credibility, which is a rare commodity post bubble. When it's in the 1 times sales range, It's a stock I'll be interested in owning, not just renting.

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