To: ralfph who wrote (979 ) 6/19/2001 3:08:57 PM From: marcos Respond to qbx.v/ite.to - Cubix drifts up before iTech, imho ... it has some questionable stuff too, but more reality in it, and selling at a much lower percentage of book value ... really all i like about iTech is the cash that's left and Enviromation, and don't know enough about current details of the latter to judge its value ... elas.naz is one of the efforts cut loose by Nortel recently, i heard [haven't seen a story on that though] .... no rush to add ite, imho ... maybe no rush for qbx either, who knows ... but i can't see it getting a lot cheaper, whereas a stink bid well under current level could maybe pick up some ite over the summer ... had to overcome sentimental attachment to admit that, but it's the way i'm playing them
