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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (2211)3/6/2001 4:52:10 PM
From: Logain Ablar  Read Replies (1) | Respond to of 2850
 
Yes only a month or too behind on NAT. A friend sent the link last night (he's slower than I am but of course I lost the link in the first place (i think i originally pulled it off yahoo back in summer, and he was mad I ditched the reserach reports <gg>).

On PUMA - its a pickel.
1) They have net around $1 a share in cash/investment assets so they are not going out of business soon. The balance sheet is pretty good.
2) The product - well the sync product works great with my palm, outlook and act.
3) As a takeover play it all depends on what someone is willing to pay. Right now with their earnings in this market I wouldn't pay too much. Thats just me. Mr softie can really start getting back into the game if they win most of their appeal.
4) Bluetooth - well its the future and I really don't know how fast they'll be able to generate revenues in this area.

I'm still in a cautious mode right now. Hays hasn't changed his position on us still being in a bear market rally but as we've seen he isn't good for trading. Heinz and Zeev don't expect a bottom till next week so today and tomorrow might be the last days to raise cash.

Is it me or does the dow look ready to fall off a cliff?
siliconinvestor.com

Good luck

Tim