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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Carolyn who wrote (20339)	2/28/2000 6:23:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Yeah.. well you know what the real joke of this selling on CNXT is!! The companies Cowen recommended as alternatives to CNXT (due to valuation) are actually not as attractive (from a valuation standpoint).. certainly not anymore! LOL! zdii.com Too funny... PE is now 92 - not 192 AND last years earnings growth was 167%.. notwithstanding forecasts for <30% growth this year. Who's smokin crack?? They suggested XLNX was a better value - somehow their earnings which grew half as fast as CNXT last year are going to outpace CNXT this year! HA!! PE - now higher than CNXT QLGC - another suggestion <giggle> - grew at a tasty 102% last year - nice but still not as nice as CNXT and forecasted to grow at only 20% (yeah right).. AND with a hefty 200 PE it's clearly a better value than CNXT. HA!!! What are these guys thinking. .. or what am I missing??? CNXT - watch for support from other brokers - oversold condition - even possible upgrades in contrast to Cowan's position. LOL!!!! OG