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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (34726)	3/11/2001 11:45:32 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 35685

Keith, NEWP is rapidly getting to twice book value (which is 75% cash), can you same about the "quality pays", SUNW (P/B above 5), QCOM (P/B 7.8). As for JDSU it is "rationally priced just above book" (P/B at 1.08), but that nice "book" is just skin deep, of the $25 B IN ASSETs fully $21 B are "goodwill and intangible. If it was not for the "attrocious chart, I would have called NEWP here at $35 a "value play", as a matter of fact relative to its expected growth and the potential markets its serves, it is a value play. When it was above $70, I could not say this, but here at $35? Zeev