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To: Lee Lichterman III who wrote (35025)12/10/1999 8:12:00 PM
From: Box-By-The-Riviera™  Respond to of 99985
 
thanks lee.... I see your point....but it's misplaced...

the company is in the middle of a transformation....i.e. more real information to be found for example on the ptc thread.... that's the fundamentals.... which by definition do not always mean numbers...in fact...fundamentals rarely mean numbers for the sake of numbers as intelligently pointed out here by heinz and Fundamental...

however.... the matrix for their new product compared to their cash cow is.... in first year of sales new product...84 million.... in the first four years of their cash cow... 82 million... the growth rate predicated on their new product...even as a stand alone...all other measures being more than equal...(here assuming undervaluation).... the company by some arguments deserves its current price if not more... personally speaking...i think they are a bit ahead of themselves... generalizing market greed does not an excuse make for a company's values... part of the points raised here on this thread.

I did not take your post as a flame btw... I was simply spur of the second responding to a chord heinz struck... hope i didn't intrude on the main theme here unduly..

regards

J



To: Lee Lichterman III who wrote (35025)12/11/1999 7:26:00 PM
From: Bridge Player  Respond to of 99985
 
<< have to thank you for showing me this stock. I will do more research to be sure but if this isn't a screaming short, I don't know what is. What am I missing????????? >>

For starters how about knowing a little something about the company beyond a 9 months comparison before blasting somebody?

BP