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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: moufassa7 who wrote (48062)	2/27/2001 8:22:21 AM
From: manny t	Read Replies (1) \| Respond to of 57584

BEAS,NTAP, BEAS and NTAP were mentioned as a BUY NOW,by a portfolio manager on CNBC at 7:45 Eastern. Manny T.

To: moufassa7 who wrote (48062)	2/27/2001 9:07:56 AM
From: maverick61	Respond to of 57584

Thanks Moufassa - yea, I saw thw SAWS bad news last night - although I didn't think it was much different than their previous guidance - but alas the street disagreed. Call me bullheaded - but I added a bit more SAWS in AH last evening at 13. Looks like its trading mid to high 14's this AM - so I may be able to sell my whole position now and get out close to even (which would be close to 15 for me). Just an FYI for anyone with a longer investor perspective - check SAWS current p/e, forward p/e even after this reduced guidance, and then its historical p/e it is undervalued based on historical multiples. Wind - that downgrade seems strange to be - but oh well, gotta deal with it. I'll have to see how the stock handles it today and may also have to bail.