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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: WaveSeeker who wrote (93542)	4/15/2000 9:53:00 PM
From: puborectalis	Respond to of 120523

Recent SCMR CEO comments....".At Sycamore, we have an experienced company; we know how to do that sort of thing. We recently completed a secondary offering and we raised $1.3 billion. When you look at what Lucent and Nortel Networks (NYSE: NT) has in the bank, we have almost as much. We learned how to run a company at Cascade, the company we founded before Sycamore. When we went public, we already had customers and we just reported a profitable quarter. We believe, ultimately, that profitability will return to fashion. These days, acquisitions are being made when a company doesn't have a prototype and they are getting really healthy valuations. That normally would have gone to companies with working products. That's shifted the risk to the investing public that owns shares in the company buying the private company. ".......terminally ill or vastly oversold?

To: WaveSeeker who wrote (93542)	4/16/2000 10:00:00 AM
From: lee kramer	Read Replies (1) \| Respond to of 120523

Waveseeker: Interesting post. I think that when they turn, and they will, it'll be difficult to buy what you want without having to "pay up", perhaps a lot. As to ARBA. Yeah, great company, (or so I'm told) but a stock that's down 75% from it's high might take quite a while to come back. Remember; lottsa folks bought the stock way up...and some,(I have no idea how many or how many shares they hold...and this includes "trading" institutions) are still holding, looking to "get out even" or at the least, reduce their losses. This suggests resistance above the market for ARBA for a while. (Lee)