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Strategies & Market Trends : Don't Drink the Kool-Aid Kids -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (102)3/12/2001 3:11:07 PM
From: John Pitera  Read Replies (1) | Respond to of 1063
 
ARBA's PE for this year is under 50 and the PEG ratio is probably going to be about .33 when we go back
and look at this time 6 months from now. same thing with CMRC.

look at ERICY, there key business is their transmission towers etc, I think they are getting overly beaten up
by their weak growth forecast for handsets sales and yet WALL street has wanted them to sell that part of
their business.

It looks like we are seeing some disconnects.


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