Brightpoint - CELL Message Board

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Technology Stocks : Brightpoint - CELL

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To: Paul Shread who wrote (1078)	10/22/1998 3:30:00 PM
From: jgercke	Read Replies (2) of 1999

Unfortunately, I don't have a clue. However, the psychology for the sector and small caps generally seems to have turned, so I'm hopeful that anything in the range of expectations for top/bottom lines will augur well for continued positive stock price action. I'm in at 13.5, 9, 5.5 and 10.5 (in that order). My view is that fair value for this stock is give or take 20x forward earnings, or about 20-21. Unless there is something seriously amiss in Q3, I don't happen to feel that a penny or two variance from estimates would be fatal, since the market is now inclined to look forward and has tentatively decided that it might be ok. CELL's PEG is so low that significant variance is substantially discounted at this price. I mean CLST and AFCI are showing sings of life with really bad Q's behind them. Unfortunately, my opinion carries absolutely no weight with anyone except my dogs... However, in my dreams it's .24 ! lol

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