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Strategies & Market Trends : Guidance and Visibility

AAPL 255.42

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3:59 PM EST

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To: manny t who wrote (80855)	11/6/2002 7:12:15 PM
From: Lizzie Tudor	Read Replies (1) of 208838

mone about 180mm mkt cap and rtek 200mm mone has 140mm/cash and rtek about 90-100mm rtek does about twice the revenue as mone (60mm vs 30mm/qtr) but imo mone is stronger in his space so add that to mone's better cash position and I think mone has further to run than rtek... mone-3.80 now, maybe to the 5's? at least to 300mm mkt cap or so, for both of them. Also manugistics in that same range. (but he's already there) I'm looking at issi on the chip side as a value play... not quite sure yet

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