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To: silicon warrior who wrote (6360)4/6/2000 7:18:00 PM
From: KevRupert  Respond to of 11568
 
I share your same "wcom" concerns.

I am always searching for a better use of the money, i.e. a better risk/reward stock.

I review my v.l. every Friday, all of the research reports I have access to, newsletters, magazines, online info...I'm always looking. "gsnews.com" often provides dynamite research.

Dead money is an opportunity cost. It could have been in something that actually went up.

I share your "complaint" about "wcom". I would think that something has to move the stock, but - alas - when?

Just my opinion,

Respectfully, advalorem



To: silicon warrior who wrote (6360)4/6/2000 8:49:00 PM
From: Jacob Snyder  Respond to of 11568
 
re: dead money:

If they grow EPS at a 25-30%/year rate, then, even with all the other random and unknown variables that affect it, the stock price has to go up by about 25-30%/year. Eventually. Over the long term. As long as you bought at a reasonable PE. Right? Isn't everything else just noise in the signal?