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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (369)	2/26/2001 10:15:22 AM
From: Terry D	Respond to of 23153

KB - Followed Diana's link. Nice, free ranging discussions - as we all try to find a tech bottom, an oil top... Superb. SI has gone back to being a part of the morning reading and I thank you. SD is unbookmarked - unfortunate because not all the valuable posters (of which I am none) will migrate. But the average IQ per post was approaching room temperature level. In a blatant effort to ingratiate myself with the powers that be, how about some SLoB research? Schlumberger (SLB) 61.70 1.69: Banc of America Sec upgrades to STRONG BUY from BUY rating and price target of $90; says company's Sema acquisition has been met with stinging criticism, but it is firm's view that criticism stems from a lack of understanding of SLB's technology strategy of the last few years and the dynamic that Sema brings to company's technology offering; believes SLB did not overpay for Sema and has an attractive valuation. peace - t d

To: kodiak_bull who wrote (369)	2/26/2001 10:15:48 AM
From: jim_p	Read Replies (3) \| Respond to of 23153

KB, Take a look at ACTM's revised projected earnings for 2001 and 2002. ACTM is now selling at 6.8 times 2001 projected earnings, and only 5.3 times 2002. Hard to believe a company that has more working capital than debt can sell for 5.3 times forward earnings. Jim

To: kodiak_bull who wrote (369)	2/26/2001 10:25:48 AM
From: The Ox	Read Replies (3) \| Respond to of 23153

We can't always tell what the market will do in the first hour. Lots of games being played and a lot of big money won't move until after the retailers do their early morning trading. Excellent discussion this weekend and I was shocked that I had to read 150 messages just to catch up! If the thread gets too many daily posts, we might consider breaking off some of the discussion onto sector specific threads. Prudential cuts big oils this morning. I see AXTI got a downgrade today, which I hadn't seen before my previous post so be careful. I find it ironic that AXTI has dropped from the 40s to the mid 20s and now they get the downgrade<g>. When I grow up, I want to be an analyst. Then I can always change my mind after the fact!