Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: J L Segal who wrote (30533)	2/16/2002 3:23:06 PM
From: mishedlo	Read Replies (1) of 99280

I was chided here for suggesting that LWIN is GTZ. I think LWIN was at $14 at the time. Yes they have cash but an enormous burn rate. I was wondering about that cash. After reading an article this weekend I might have an answer. All the POS companies are scrambling to get whatever loans they can right now before their debt is downgraded. Not sure if that is how they got some of that cash or not. LWIN has a debt to equity ratio of 4.75 and are losing $ at a burn rate of $2/q. They have $8 in cash. They are losing $ with every customer they add. LWIN dies in a year most likely. $30 price target LOL - mine is ZERO. I would actually like an analyst come out and say that once. Just once, on a stock above $5. ======================================================== AETH has $14 in cash and a debt to equity ratio of .5 It appears the market does not think too kindly of debt right now. Tons of cash and perhaps more cash than liabilities. ================================================== ALVR has no debt (that we are aware of), Cash of $7 and a burn rate of $1.2. That should be enough to survive for at least a couple years and if they can just get profitable (far easier chance than LWIN), this could be a real steal. Note that LWINS debt is so huge, they could go under, just servicing the debt, even if they stop much of the bleeding. I am bothered why Breeze.com merged with Floware to create a new company. There was 50M in goodwill created out of that merger. Not sure what that means. On the surface it appears to be a value here. Wonder what Zeev thinks. At $2.80, this could be reasonable. ======================================================== AVGO has no debt, and has some money but nothing like ALVR. At the current burn rate it does not seem likely they will go under in a year's timeframe ==================================================== On the surface AVLR seems to be the best of the lot to me although I know Zeev thinks AETH is a value. Wonder if he will comment on this post. M

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