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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (11700)	1/4/2001 12:53:56 PM
From: Don Earl	Read Replies (1) \| Respond to of 78573

Thanks Bob, I was thinking along the lines of just the plot and hadn't considered it as including services and products that haven't even reached the inventory stage. Interesting concept. Buy up a vacant lot, sell boxes to live people without any overhead for inventory, take the company public, and sit back and count the money. Hmmmm.... One that caught my attention today was RDRT, which someone mentioned on the board recently, when I saw it in the top 10 advancers on NASDAQ. I still think it's a train wreck waiting to happen but I was curious enough to pull up the 10K. By the looks of things, their fiscal year falls into a crack where SAB 101 misses them by almost an extra year. As I remember from following DDs a few years ago, there tends to be a lot of shipping out and taking back in the industry, plus big write downs as an incentive to keep product already shipped. It makes me a bit skeptical about their recent "surprise".