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To: Mark Adams who wrote (62238)1/26/2001 7:38:55 PM
From: pater tenebrarum  Respond to of 436258
 
re. PMCS: the entire Nasdaq remains overvalued. just because it has lost a sizeable percentage from its mania peak doesn't mean it represents value. it may however, one day.

re.WMC, i'd have to look at their hedge book, as that is generally the biggest worry with Ozzie producers. otherwise the fundamental data look fine, at a first glance at least. over 6% yield and a p/e of 5 seems very reasonable.

re. clownbuck and the game, what else is there to do? :)