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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Mama Bear who wrote (69817)4/12/2001 5:46:09 PM
From: ZenWarrior  Read Replies (1) | Respond to of 122087
 
I'm sorry: .10/share *diluted* EPS. BTW, Proforma does *not* mean before expenses. Pleassse...

like no business that AOL has dealt with in the past has hit the skids.

There's always risk in anything, but for you to tell me RIMM is not a good value merely because a lot of their revenues were from AOL?? Well, that makes no sense whatsoever. Take out AOL revs... they're *still* a good value. 47% *sequential* growth and 249% annual growth for goodness sake... and earnings are a mere $8.3 million out of $90.1 million revs. When revs are doubled again, earnings will likely hit $30-35 Million+ due to efficiencies and the power of numbers. Sorry, but you simply aren't convincing me one bit... and you aren't making any common sense whatsoever.

I think it's going to be a long long time before growth at any price comes back into fashion

Who said anything about growth at any price? All I see is value. A 2.85% *current* earnings yield when that yield will likely increase to 8%+ next year, and 20-25%+ or so the following year, etc... well, that's a decent value no matter how you cut it. Sure beats bonds.

I feel sorry for you shorts, but good luck anyways.

- Zen



To: Mama Bear who wrote (69817)4/12/2001 5:51:08 PM
From: Shtirlitz  Respond to of 122087
 
I think growth at any price was in fashion this week.
Make it "former growth" at any price. :)