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To: E_K_S who wrote (23921)7/28/2001 11:39:47 AM
From: BWAC  Respond to of 25814
 
Eric,

I had forgot about that article until I was cleaning my filing cabinet out and found the hard copy of it. CY included it as a supplement to their annual report back in 1998 or so. I found it very informing and profitable. And good advice to keep in mind. Maybe next time LSI gets to 6x sales we should all think about what TJ says if we are still holding.

The article also had some "Time from Purchase to Profit" analysis assuming you bought at the exact top price to sales ratio. It was a shorter time than anybody would think, but I can't recall the exact number, around 1 year I think. Maybe you can tell everyone.



To: E_K_S who wrote (23921)7/29/2001 12:36:24 AM
From: MrBluff  Read Replies (1) | Respond to of 25814
 
So what else does Mike Murphy think?