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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12194)	4/2/2001 12:44:31 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78628

Paul: "AREM is still too expensive for me. I'll watch it for a while though" Good call on your part. I'm amazed at the hit this has taken on no negative news despite management reasurances that the qtr and 01 are on track. It currently sports a .25 PEG on 01 1.30 est and 40% growth. Customers are diversified by business type and geography and haven't been buoyed by the recent tech bubble. The only thing I can figure is fund redemptions and momentum types [It was favorably feature in IBD which is chart oriented] are dumping into thin market. I've added on the way down.