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To: American Spirit who wrote (29764)7/14/2000 2:02:22 PM
From: Mark Konrad  Read Replies (2) | Respond to of 57584
 
AS, with you on most of those (even IFMX). Haven't bought VZ yet but I like it, too. Good to see you back!--MK--



To: American Spirit who wrote (29764)7/14/2000 2:23:52 PM
From: KevinThompson  Read Replies (2) | Respond to of 57584
 
Hi Spirit,

Was just noting to myself that we've not heard from you in while. Glad to see you back.

Jane's ('Freeway Ramp') ADIC has made me think of you too. It has a PE around 10, P/S under 3, EPS growth rate over 50%, and on and on... Why does it not get its deserved valuation? Is it not sexy enough? Storage systems do have a certain dryness to their appeal. But, looks nearly unbeatable from a fundamentals point of view. Price has been in steady decline for long time, even through a stellar earnings report - what am I missing?

Thanks,
KT