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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (96471)4/13/2000 7:31:00 PM
From: Jim B  Respond to of 108040
 
maybe.. but i doubt we get a rally on a friday after a week like this.. maybe in the morning but my guess is we close down tomorrow afternoon as folks liquidate for the long weekend..

mid next week I hope to be picking up some VERY VERY cheap shares of BVSN, EBAY and AMAT... and maybe some more EGRP.. we shall see

those did look like pretty good #s but you didnt post the whisper numbers.. like with EMLX.. they beat est but matched whisper and they are falling badly in AH

jim



To: Jack Hartmann who wrote (96471)4/13/2000 7:50:00 PM
From: $Mogul  Respond to of 108040
 
Jack, the earnings are steller..BUT the valuations are OBSCENE..

JNPR is Valuation is 1/2 the valuation of Ford Motor(F)...

doesen't that scare you just a bit... it scares me because Ford has been in business almose 100 years and JNPR is public lets see... 6 monthes??



To: Jack Hartmann who wrote (96471)4/13/2000 9:07:00 PM
From: Wes Stevens  Respond to of 108040
 
Jack they all may have beat estimates, but they all have p/e of over 100 and most 200. Their growth does not justify these types of p/e no matter how much they beat the screwy analyst estimates.

Unless investors start ignoring p/e again these stocks are not going anywhere.