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

To: kollmhn who wrote (637)	2/28/2001 9:59:22 PM
From: upanddown	Respond to of 23153

Diana using her feminine wiles to entice Big Dog over to her place. Message 15428159 That boy doesn't have a chance. Diana (and her roomies) have that pup wrapped around their fingers. Expecting a Doggie report in the near future. John

To: kollmhn who wrote (637)	2/28/2001 11:25:24 PM
From: Sharp_End_Of_Drill	Read Replies (3) \| Respond to of 23153

Kollmhn, great points on GW and thanks for the heads up on NBR. NBR has certainly shown some smarts by getting a big chunk of very cheap capital - which will I'm sure serve them well. I hate using Yahoo data as it's usually old, and doesn't seem to update according to daily price moves until the next day. My point on GW relative to PDE, TBDI, and UNT could be thought of slightly differently. PSR is how much in share price you are willing to pay for every dollar of revenue per year. Here are some comparisons: GW vs. PDE - the PSR is 3.73 vs. 1.87 and D/E is 1.48 vs. 1.12. Is it worth paying about 2x as much for their revenue when they have 32% more relative debt? Net margin was PDE 3.02 vs. GW 6.04. Perhaps it was because GW kept 2x as much revenue in the form of profit. GW vs. TBDI - the PSR is 3.73 vs. 2.52 and D/E is 1.48 vs. 0.09. Is it worth paying 48% more for revenue when they have 16x more debt? Net margin was TBDI 20.3 vs. GW 6.04. Probably not since TBDI kept 3x more revenue as profit. GW vs. UNT - PSR 3.73 vs. 3.28 and D/E 1.48 vs. 0.25. Is it worth paying 14% more for revenue when they have 6x more debt? Net margin was UNT 23.54 vs. GW 6.04. Probably not since UNT kept about 4x more as profit. As pointed out the devil is in the details, and there's always risk of over simplifying the situation - but I think those comparisons are telling. Sharp