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

To: cnyndwllr who wrote (1469)	3/13/2001 2:35:45 AM
From: Warpfactor	Read Replies (3) \| Respond to of 23153

Was checking out some tech valuations, found some unusual bargains. I use "bargains" loosely, there is nothing to indicate that they may not become even greater bargains. JDSU - trading under book value!! BV is $23.96, JDSU now trading under 23. I do not know how the SDLI merger will affect it. NUFO - Less than 1.5x BV INKT - 1.15x BV ARBA - under BV (.89) Numbers compliments of Yahoo. Are these companies likely to run out of business in the upcoming quarters?? Of course, many NASDAQ equities still retain stellar valuations - CSCO as was discussed on the thread earlier today. NTAP 8.5x book. PMCS 6.5x BV. I remember the last two semiconductor capital equipment cycles. Thinking I scored by picking up ASYT and CYMI below BV, then as the months went by, watching them drop another 50%. At that time I hung in there and ultimately profited, even doubling down once it was apparent that the rally was underway. Warp