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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (15183)	4/30/2001 2:11:01 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

The fact that at their full current declared capacity they barely will go to positive cash flow, the fact that they had a lock up expiration (I am not sure what residual impact that might have, the expoiration was well more than a month ago) and the fact that the valuation at the time (it was in the high 30"?) was still at quite a large multiple of their total capacity (no even current sales rate). Admitedly, it could become the dot.com of tomorrow because of the "sex appeal" of micro turbine, but you will have to be very careful plauing it on the long side. I did it once only, I got lucky, but that is about it. I do not follow it anymore. Zeev