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Non-Tech : ET and the Rest -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (870)	7/26/2000 4:26:20 PM
From: Francis Muir	Read Replies (1) \| Respond to of 5459

Except that $24 is probably the fair takeover price, not $30.

To: BWAC who wrote (870)	7/26/2000 8:05:55 PM
From: Spytrdr	Read Replies (3) \| Respond to of 5459

has anyone taken a careful look at the valuations in this list relative to REVENUES and how they compare against the other companies? siliconinvestor.com i know i'm a broken record on this, but the undervaluation is mind-boggling. where are the brains working as analysts? Lehman throws in the towel with Amazon, and i don't argue with that, but weren't they the same ones who gave a $ 1000 price target on QCOM?? EGRP is pitifully cheap by all measures, even by traditional financial sector standards. 3.5 p/s. lower price/sales ratio than AMEX, Bank of New York, AIG, General Electric, way way lower than Schwab's 9.95 p/s, etc etc. and what's totally irritating to me is how idiots are chasing and paying tens of billions of dollars for companies like INSP, AKAM, Epiphany, Kana, Aether Systems, and other t-rds with ridiculous names, or the huge market caps that good companies but hopelessly overvalued like VRSN/NSOL, JDSU, etc command. didn't you guys have the sensation today that we were sitting at a roulette table in Las Vegas?? i did. i even shorted some JDSU at the round number $ 140, couldn't help it.