Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (57457)	10/24/2000 10:24:27 AM
From: Andrew	Respond to of 63513

heres more info- pfin in 10/30/00 forbes also listed among 10 value play investment ideas biz.yahoo.com Yahoo profile- Valuation Ratios Price/Book (mrq) 0.80 Price/Earnings (ttm) 5.23 Price/Sales (ttm) 0.29 Yahoo- Management Effectiveness measure Return on Assets (ttm) 8.71% Return on Equity (ttm) 17.06% P & F Industries, Inc. is the diversified industrial products holding company of Embassy Industries, Inc. (Embassy), Florida Pneumatic Manufacturing Corporation (Florida Pneumatic), and Green Manufacturing, Inc. (Green). Embassy manufactures and sells baseboard heating products; imports and sells radiant heating systems; and imports a line of door and window hardware items. Florida Pneumatic imports, manufactures and sells pneumatic hand tools; imports and sells compressor air filters; and markets a line of pipe cutting and threading tools, wrenches and replacement electrical components for a widely used brand of pipe cutting and threading machines. Green manufactures, develops and sells heavy-duty welded custom designed hydraulic cylinders; and manufactures a line of access equipment for the petrochemical industry and a line of post hole digging equipment for the agricultural industry.

To: Jorj X Mckie who wrote (57457)	10/24/2000 10:41:17 AM
From: Cheeky Kid	Read Replies (1) \| Respond to of 63513

siliconinvestor.com Come on, and I going to win again? NSATF 12%

To: Jorj X Mckie who wrote (57457)	10/24/2000 12:44:26 PM
From: The Phoenix	Respond to of 63513

For all my B2B friends... upside.com B-to-b looks all right to me October 24, 2000 12:00 AM PT If last week's financial results are any indication, all is well in b-to-b land. Five of the biggest players in the market reported, and only one -- Ventro (VNTR) -- failed to live up to expectations. Investors have been skittish about technology stocks, but the b-to-b sector seems to be humming along. Both Ariba (ARBA) and Commerce One (CMRC) continue to outpace the class when it comes to the software and infrastructure required to build online marketplaces, while i2 Technologies (ITWO) is making a strong case for Web-based supply-chain management and collaboration. PurchasePro (PPRO) continues to make headway where others have feared to tread -- the small and midsize business segment. FreeMarkets (FMKT) used its third-quarter results to show impressive progress with its direct material auctions. (We're still waiting for VerticalNet (VERT) and WebMethods (WEBM) to report this week.) Taking a long-term view is not very fashionable these days, but you have to give these companies credit for growing fast. Ariba was just another Internet startup four years ago. Today, the company is working on a revenue run rate exceeding $500 million. Profits will come next quarter. The same can be said for Commerce One. In 1996, Mark Hoffman left Sybase (SYBS) under a cloud and took control of a tiny company called DistriVision. The vision: Make it easier for companies to buy paper clips and other office supplies over the Internet. Today, DistriVision is Commerce One and the company is building some of the largest online marketplaces ever conceived. But while Ariba, Commerce One, i2 and PurchasePro have posted strong results so far, don't forget that it's still early in the b-to-b game. Many of the concepts behind these online marketplace schemes were only hatched a few months ago, and it will take a lot longer than that to turn these concepts into reality. How long? Years, not months. That puts pressure on these b-to-b leaders. They have to continue to grow fast to satisfy the whims of short-term investors, but they also have to finish what they started. We're still waiting on tangible results from these online marketplaces, and it will take time -- and patience -- before we can say for sure that b-to-b is actually the real thing. A monument to dotcom hubris From our modest offices on Market Street in downtown San Francisco, I can gaze across the street at the headquarters of Red Gorilla, one of many dotcom startups that populate the area. Or, should I say, "used to" populate the area. Yes, Red Gorilla is dead. Normally, the demise of a company most people never heard of in the first place wouldn't rate very high on the news-o-meter, but Red Gorilla is different because of the corporate detritus it leaves behind. I'm talking about a huge, red neon sign only recently installed outside its office. For the past month or so, workers have been busy erecting this 20-foot monument to Internet hubris. Does anyone remember the old Magilla Gorilla cartoon? That's who the Red Gorilla cartoon mascot looks like. I don't know how much the sign cost, but at least one published report pegged it at $30,000. - more on the web site -