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Politics : High Tolerance Plasticity

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To: que seria who wrote (10335)11/7/2001 12:07:32 AM
From: Sharp_End_Of_Drill  Read Replies (1) of 23153
 
Que Seria - word from the "usually too early camp"...

>>>some other nice tech shorts out there:
BRCD stockcharts.com[h,a]dbcl...
BRCM stockcharts.com[h,a]dbcl...
XLNX stockcharts.com

and dare I say it, even
IBM stockcharts.com[h,a]dbcly...<<<

I've got three of your four stocks short already, lacking only BRCM.

Let's take BRCD for example. Their PSR today is 13.97 and PE is 88.2. Their average net margin over the last year has been 15.3%. One buck of your hard earned cash invested in their stock would pay itself back in earnings in 91.6 years. How anybody thinks stocks like these are bargains is far beyond me.

The market action of late has most of my puts & shorts currently underwater, but I've got long maturities and I'm not too worried.

Sharp
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