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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (790)	1/7/2001 5:05:27 PM
From: iod_sherwood	Read Replies (1) \| Respond to of 6445

please help me define uh... "reasonably" ACTU - 231 pe, 11 ps (note these are all ttm numbers, not fiscal yrs) some on your list, the small caps namely are ok. AMCC is pricey, 60x sales???? AUTN almost 60x sales??? BRCD 60x sales. i'm being very lenient... i figure 15x sales is a rich viable valuation for the time being... t'is why u can still short a lot of the frothy stocks quite convincingly even then... you're basically saying that if the company did 15 years of business at the rate it did in the last twelve months, it will have brought in REVENUES equal to it's marketcap... not too effective if you ask me... anyhow... here's a take from WSJ public.wsj.com Stock Valuations Raise Questions About Future By Ken Brown, Scott Thurm and Deborah Solomon Staff Reporters of The Wall Street Journal If you had spent all of 2000 living in a yurt on the plains of central Asia and on your return looked at the valuations in today's stock market, you would probably find it hard to believe that stocks had just finished one of their worst years ever.

To: SOROS who wrote (790)	1/7/2001 10:18:34 PM
From: Jenna	Read Replies (1) \| Respond to of 6445

CIMA Very long list. I came to CIMA and stopped. CIMA is going to be interesting Q4e $0.15 vs. $0.01 (1,400.0% increase). It is supposed to have a good quarter but I'm also expecting further downside at least until the earnings report date, especially with a P/E of 671. If CIMA moves down in a general decay of the sector it might actually move UP close to its earnings report date. Hopefully that all the good news is not already built into the stock and its melting away. CIMA was a short for a while before the Fed announcement. For 2000 fiscal CIMA Labs is expected to earn a profit in with earnings of $0.24 per share over prior year deficit of $-0.13 per share. For 2001 profits are expected to again rise, with per share results in the area of $0.68 thought possible. So CIMA seems to be a compelling play. december 16: Leerink Swann & Company, a Boston based investment banking firm, today announced that it has initiated coverage of CIMA LABS of Eden Prairie, MN, with an Attractive rating and a $70 12-to-18 month price target.