To: DarrenS who wrote (22 ) 4/11/2000 10:40:00 PM From: Yak-attack Respond to of 122
EEEE my take!!! Positive: 1)explosive growth, I see E-machines becoming a major brand, even bigger than CPQ in years to come. 2)Niche market- very few companies that can make and sell computers as cheap as EEEE 3)stock price is good, this does not mean the valuation is cheap but it means that the stock is at a good price for retail investors to buy.. 4)Shares outstading- even though this company has a huge shares outstanding, I truley belive that there will be a masssive PR campain and EEEE stock will be run to the 20-25 range by the time of the quiet period. 5)Brand- The EEEE brand is a big one, they are in every COSCO, CompUSA etc.. 6)This is a very hypable stock, very hypable, I can see Joe Kernan pumping this one day etc.. etc.. 7)I See 20-25$ a share as attainable, however the company will be very very richly valued at these levels and I would probably expect it to tank if it ever hit these lofty levels.. Negatives 1)lawsuits- I truley belive Apple's lawsuit is baseless and its a ploy by Steve Jobs to slow down EEEE, if you ask me the judge should have thrown this out of court but I belive strongly that EEEE will win the case.. 2)Market capitalization- is a little high, way to many shares outstanding.. 3)profit margins are low 4)increased competition 5)There may be some problems after the quiet period as instutions may dump some shares, its all pertinent to where teh stock is by then, if its still at this low price than maybe we will be lucky and the instutions will hold longer, my gut feeling is they are buying here at these low levels and we will see a big pump in months to come. Conclusion: I think EEEE is a terrific buy here, nothing is perfect in life but EEEE still makes a great investment..