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To: hueyone who wrote (46395)9/10/2001 10:17:07 AM
From: Bruce Brown  Respond to of 54805
 
Thanks, Huey, for the Barron's roundtable discussion quotes. Not much said by way of valuation other than it was expensive, backlog issues, pricing power issues and vulnerability in a bear-market is an issue.

The CBSMarketWatch.com paragraph that mentioned valuation wasn't specific other than saying:

Barron's cover story features a roundtable of analysts assessing the past year's tech wreck. Among stocks receiving favorable mention based on valuation and market positioning were e-commerce system builder BEA Systems (BEAS: news, chart, profile); Motorola (MOT: news, chart, profile), seen gaining against rival Nokia; wireless chip maker Intersil (ISIL: news, chart, profile); metro networker Riverstone Networks (RSTN: news, chart, profile); enterprise software companies Peregrine Systems (PRGN: news, chart, profile) and Freemarkets (FMKT: news, chart, profile); and Web search engine GoTo.com (GOTO: news, chart, profile).

Too bad they weren't under the hood, at least in terms of BEA Systems, looking at the balance sheet and estimates.

BB