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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: besttrader who wrote (20025)	5/2/2001 7:35:35 PM
From: American Spirit	Read Replies (2) \| Respond to of 37746

Forget PE's as they're out of whack now with the one quarter of order stoppages. NOVL is cheap despite its very high PE. An illusion, a mirage. How about SCNT, NTRO selling for less than cash with no debt, UIS selling for six months revenues and major recovery expected soon, LOR selling for 1/5 of assets and 1/3 of assets minus debt? And if you want cheap PE's look at VZ, WCOM and SBC. VZ especially. 5 billion in profits last quarter. Tons of cash and more coming with big IPO. Their debt no problemo. Cheap and well-invested. 100% wireless coverage in the US now. Start looking at market caps only - vs. sales, earnings, cash, debt and patent value. For instance what is the value of PALM's patents? Or LU's? Or ERICY's? Hardly even priced in. Who has the best and largest net infrastructure in Europe? WCOM. Not even priced in at all. YHOO's reach to consumers? Only partly priced in. VZ and SBC's reach to consumers? You get the idea. Now watch for the takeovers and IPO's to start up. A few of mine are prime targets. I may hold them over the summer afterall with stop-losses under them. Just in case. If WCOM gets bought for $40 I don't want to miss it.