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To: Spytrdr who wrote (2189)8/23/2000 12:08:59 PM
From: techreports  Read Replies (1) | Respond to of 3070
 
Whatever. Your a FUDster. You strictly said you don't buy stocks with a P/S ratio over 10. What is CMGI? Oh, wait..you bought all these stocks 3 years ago?

You might want to actually look at the fundamentals. INSP isn't nearly as overvalued as some other wireless plays. Just my opinion, INSP should be the most expensive, they have no competition.

The combination of GNET and INSP will do over 300 million in revenue for fiscal 2001. If INSP stay at the same price, the P/S is under 32

Reading your past comments, i question your ability to short. I remember you believe INSP will go out of business in 3 years. You must have something personal against this company, b/c this company is profitable and will easily do over 250 million in 2001. Shorting this stock at 138.50 made sense. But at 27, this stock isn't overvalued compared to other tech stocks.

Spytrdr wrote
i owned AMZN from october 98 to early 99.
its huge debtload (the convertible bonds) scared me away and sold them. but if AMZN makes it, it will be huge.
CMGI is a conglomerate of companies, so strict p/s analysis does not apply, again, my cost basis is in the single digits and goes back to october 98 and i sold lots of them during 1999, the rest is forever. SUNW and INTC are supertankers and i love them, specially SUNW, MSFT is still a must have, there are many rabbits in its hat waiting to get out. EGRP has the more potential of them all once the market wakes up to it and time will prove me right.