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 : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (45125)	7/12/2000 10:50:43 AM
From: Techplayer	Read Replies (1) \| Respond to of 63513

Gary, Check out the valuation of SONS. 12 billion dollars with maybe 5 million in revenues this quarter...RBAK is only trading at about 150X revenues for the year. It's a steal <g>. tp

To: The Phoenix who wrote (45125)	7/12/2000 11:47:02 AM
From: John Pitera	Respond to of 63513

valuations, what you want to inject reality into this beer bash-vbg- sure the nasd could go down 30% when we shift psychology to valuations. we have seen a top in the july 16th-20th timeframe the past 3 years and the VIX is getting down to 20 which is usually a time to start reeling in risk a bit. BBA.. that's my latest value play, bought it at 2 11/16ths a few days ago. selling for 60% of book, no long term debt, pe of 11.5 forward of 7.5 PE. revenues growing, company expanded the buyback on July 5th. they can always expand their net strategy or a new product role out and retailers are seasonal buy in Aug and sell in late Nov, early dec. I've watched them for 11 years, even when they were part of Tandy. if they just get back to book value it's a 66% gain. the energy companies forward earnings are really low numbers I picked up BR the day after it hit it's 200 dma last week at 36 1/8. that is a stock that should see 60-70 in 6-9 months. the energy complex is still very strong, with crude being the only weak component...reading those tea leaves, I doubt we have seen a major top in crude, even if we fell to 25 buck it could then rally to the mid 30's again. OK enough rambling -g-