Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: BWAC who wrote (9955)	7/24/2002 5:09:32 PM
From: Dave Gore	Read Replies (1) of 16631

Right, especially value on the Time Warner side. Their debt and accounting needs to be cleared up, then we'll see. I agree that it is probably pretty cheap at $8-10. Not one of my faves right now. ITRI for instance is way more interesting in the teen range. Way simpler balance sheet and very low debt. ESST will be interesting. Earnings beat but Gross Margins down from last quarter a bit. It seems to be a good one to buy when it dips to $15-16.

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