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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (13281)	8/31/2001 10:34:52 AM
From: Paul Kern	Respond to of 19633

Tom, The PMI data was pretty good and it echoes the improvements in my business in the last two months after falling off a cliff for the previous six months . And, more interesting, I see the improvements in both U.S. and European sales. Paul

To: Tom Hua who wrote (13281)	8/31/2001 10:42:16 AM
From: Paul A	Read Replies (1) \| Respond to of 19633

Tom- I get this funny funny feeling that HLIT is going to see those single digits before 17 : ) Your still holding, right?

To: Tom Hua who wrote (13281)	8/31/2001 1:57:53 PM
From: zx	Respond to of 19633

chkp and pxlw are still not cheap. wanted to add mwav, Valuation Ratios Price/Book (mrq*) 1.41 Price/Earnings (ttm) 4.00 Price/Sales (ttm) 0.30 but it is foolish to put all your precious eggs in one basket. (g) added dvin shares long. divine, inc. is an enterprise Web solutions company that provides infrastructure software and technology solutions for enterprises worldwide, as well as integration, training, and sales and marketing services to support those solutions. The Company provides these solutions and services directly and through certain members of its community of associated companies, consisting of 39 companies, as of December 31, 2000, which offer integrated solutions for business enterprises, e-commerce and vertical markets. The Company has financed and assists in the development, management and operations of its associated companies. divine, inc. is an enterprise Web solutions company that provides infrastructure software and technology solutions for enterprises worldwide, as well as integration, training and sales and marketging services, through its 39 associated companies. For the six months ended 6/30/01, revenues totaled $71 million, up from $17.3 million. Net loss applicable to Common fell 35% to $104.1 million. Results reflect acquisitions, partially offset by impairment losses. liked the write up in eweek this week and think long term dvin may do very well. Valuation Ratios Price/Book (mrq) 0.51 Price/Earnings N/A Price/Sales (ttm) 1.41