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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (34971)	3/29/2001 5:23:58 PM
From: Voltaire	Read Replies (1) \| Respond to of 65232

From Yhoo NEWP fundamentals are actually SWEET at these levels. Its FY01 PE is around 18 here (using 1.54 as the estimate, and that is the low end of the range). Also, its FY02 forward PE is around 14 (again using the low end estimate of 2.07). The PE on yahoo is clearly wrong since NEWP revised its FY00 earnings HIGHER (1.01 i think). NEWP also has a Price/Book of about 2 and Price/Sales of of about 4. Oh yeah, and NEWP has low debt, over $9 in cash per share, and book value of $14.56! These numbers are rediculous for an average stock, let alone a stock growing at 50% year over year.

To: stockman_scott who wrote (34971)	3/29/2001 5:30:48 PM
From: Uncle Frank	Respond to of 65232

I guess that article was meant to be encouraging, but I sure didn't like the close: It's only a dream, perhaps, but a nice one to hold on to as we watch our hard-earned portfolios boil away... The technologies that have enticed me to keep my money in the market are much more substantial than dreams. CDMA, NAS , and CRM are here NOW, and provide outstanding profits and top line growth for the companies that innovated them and rule those sectors - qcom, ntap, and sebl. Mr. Market, in his haste to excise the cash burning dot-coms, has overlooked that, but imo only for the moment. That's what keeps me in the game - real profits and measurable growth, not some dream. uf