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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (11101)	2/14/2001 12:26:30 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Actually, Williams is one of the premier fiber networks companies and they put SCMR on the map (at one point, it was almost their only customer). Now that they have proven themselves, they are spreading out. At one time there were rumors that they are loosing WMB, but it seems that they are still holding to that core business. In the current market environment, SCMR is still "overvalued". In a big bull market, selling at 70 PE or so for a growth in the 60% rate is not that "bad". Just wait and see where they establish their next Maginot line, I saw a lot of good buying there in the decline today, $19 could still be it, but I tend to believe that my $15 is more accurate. I am content to be back at more than 70% cash and wait February out. Zeev