Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: rfisher who wrote (995)	4/12/2000 9:05:00 PM
From: Zeev Hed	Respond to of 30051

The window for such valuations may have to be extended if the overall NAZ valuation measures change. However, I believe that there is good visibility that these two companies are going to share a multibillion dollar market between them, and once this visibility becomes widespread, higher valuations will certainly be called for, right now they are barely at the 4200 MM cap, justified looking at recent results (even rich), but like RMBS, they are on the verge of a hockey stick. Nevertheless, as I have warned before, CDTS could go to single digits in a rapidly evolving bear market, not to emerge from there until they have profitable quarters. Thus, I am playing these plays very close to the chest. Zeev