SI
SI
discoversearch

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 : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Cheeky Kid who wrote (61066)10/21/2000 7:18:34 PM
From: bruiser  Respond to of 122087
 
"As I said in a post last week, if I owned HAND I would have blew out my position when it first hit 97 bucks"

Oh sure....you would have waited till it blew past $97 bucks...not $96 or $95.....you would have sold it right at the top. Come one now...lets get realistic here.



To: Cheeky Kid who wrote (61066)10/22/2000 12:03:04 PM
From: Anthony@Pacific  Read Replies (4) | Respond to of 122087
 
Lets take a look at comparables:

NXTL<-- trading @ 37 7/8 , 6.7 Times sales , 15,000 employees, 15 Times Book value

QCOM<-- trading @ 15 times sales, 9500 employees, 10 times book, 15 times sales

ANOTHER super Turd

PALM<---( OWNS the operating System ) Trades @ 31 times book and 26 times sales, 1,000 employees, PE of 424

Oh by the way PALM has a profit margin of 10%( which will undoubtedly get thinner and thinner as competeition increases in the crappy gadget sector for the refined turd execs on the go )



Now lets look at HAND<------------------Get Ready and have a drool bucket near by.

@ 92 bucks

Trading @ 110 Times Sales ,..58 Times book value & all with 258 employees...

PROFIT MARGIN of, GET READY...woooo hoooooo this is gonna be good...................ready........

Ok here y we go................

A NEGATIVE 20.30%

This incredibly entertaining valuation comparison is provided free of charge