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To: tekboy who wrote (32482)9/28/2000 1:04:43 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Tekboy,

I appreciate the half seriousness of your suggestion that valuation be addressed in a Project Network report. However, I really do believe that is a topic that ought to be left up to the reader of the report.

Merlin's hints re SEBL

We don't need a Projet Network report to appreciate that my comments were more than a hint. With a PSR rapidly closing in on 40 and a net profit margin of "only" about 15%, it's gonna take every gust of both the mid-tier and upper-tier tornados to justify that valuation (to me) in the relatively short term.

I'm thrilled about the long-term prospects of the company but the stock is in nose-bleed territory. Use tissues 'cause a linen hanky might become permanently stained.

--Mike Buckley