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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Condor who wrote (52482)6/15/2001 9:56:01 AM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Condor, RE: CATS. . . you might want to re-read my post. . . .as I changed my outlook somewhat after re-considering their valuation. . . .when compared to so many other techs. I think the stock is quite undervalued . . .despite their slowing earnings. . . which is attributable to the U.S. Technology self-inflicted recession. . . which should be over soon enough. So the earnings warnings from several weeks ago are in line with what we would expect. There is no reason to expect a company in this sector to NOT be hit by the tech recession. So we should likewise count on them resuming business as usual sometime in the future. Definitely worth watching.

Rande Is