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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (6569)10/24/2000 7:17:27 PM
From: RockyBalboa  Read Replies (1) | Respond to of 19428
 
Don't sweat it.

Just look what was going on on broken Covad...,some say it is a steal at the single digit prices.

But then a big company in U.K. (INDYY) went bankrupt because they could not solve their billing problems....COVDs problems aren't that far away.

SAPE may be a great company but the valuation?



To: Tim Luke who wrote (6569)10/24/2000 10:49:46 PM
From: Jane4IceCream  Respond to of 19428
 
Tim,

I dont know much about SAPE other than what I've read but how do they differ from Marchfirst who came in lower than expected this morn and their stock subsequently tumbled 59%?

Marchfirst is a website designer and consultant for major corporations worldwide I believe.

Jane



To: Tim Luke who wrote (6569)10/25/2000 9:11:25 PM
From: RockyBalboa  Read Replies (1) | Respond to of 19428
 
No. The MMs just feed the fish... and then the brief comes in...games work the other way.

Thank god I did not follow your advice and cover. Would have left some points on the table, ...

Before October, or even December, nothing happens.

The U.S. backyard, the Americas run into serious credit trouble and this will put out the lights.... read about falling Brady bond prices.