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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12969)	8/22/2001 1:09:23 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Anyone here have a favorite stock in the internet security business? I looked again at Symantec, but it seems expensive to me. finance.yahoo.com I've begun to gather a list of companies. Some look attractive on a price/cash or price/book valuation, but expensive (to me) on a price/sales ratio. I would have expected all these companies to be booming and profitable, so I'm surprised to see many in this sector showing not only losses but apparently, increasing losses. If there's a good metric by which to evaluate these companies, I do not know what it is. Maybe EV/ebitda? BALT looks like either a turnaround or a bankruptcy. Maybe ENTU with its size and writeoffs is a turnaround situation that might be a reasonable bet (??) Anyone here with an opinion to share on any, all, or others in this business? Paul Senior