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

To: Dale Baker who wrote (12299)	4/10/2001 1:24:47 PM
From: Bob Rudd	Read Replies (2) \| Respond to of 78507

Dale: NEOG - Could you expand on this a bit - specifically do they have some proprietary advantage in an area that should be ramping up. Also, saw no news on lawsuit - what/why is it significant? Started AMAT yesterday @ 27.24 despite deteriorating fundamentals...liked the way it acted despite ugly report. Started RSH: based on revised estimates 2/2.25 for 01/02 and lower growth rate of 12% @ 26.5, it looks pretty solid with EV/EBITDA: 7.5. DSO's & Inv high due to crummy xmas but they're working it down.