SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1997 Short Picks

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles Hughes who wrote (73)1/6/1997 11:24:00 PM
From: jimleon   of 9285
 
Hi, I don't think mainframes will crash either. This y2000 is BS.
For valuation purposes, lets find a company that has same
amount of rev and ni as ZTEL. I found VSNT, Versant , which
I am long. VSNT had 6 mill rev, .5 NI, which is MORE than
ZTEL last quarter. What is VSNT market cap???
------> 100 million, thus ZTEL is given a 7X premium
to VSNT! The question is how can somone short ZTEL or
buy puts without paying big $$$ for premiums? Short ZTEL
and buy calls to hedge?

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext