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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (13365)8/9/2002 8:43:09 AM
From: Dave Doriguzzi  Read Replies (1) of 57684
 
William,
That has been a good space throughout this entire downturn. However at $34 CEFT was at 9x - 10x trailing sales and was clearly overvalued. I was going to buy puts but moved on and never pulled the trigger. I think you probably made a good trade but I still don't think it's "cheap" at the equivalent of $18.50 - $19.00. A couple other in that space that trade at less than 1.5x sales are TSAI and EFDS if you are interested. Also, in a little different space CKFR looks interesting but I am still just looking at it.

Good Luck
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