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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8932)	11/28/2001 4:20:46 PM
From: Softechie	Respond to of 99280

Someone please tell me if I'm wrong on this. Does it make sense for stock trading over 10 times of sales and P/E of 90 when revenue growth is measly 0.2%? Brocade Comms (BRCD) 28.82 -3.02 (-9.5%): Reports Q4 (Oct) earnings of $0.05 per share, $0.01 better than the Multex consensus of $0.04; revenues rose 0.2% year/year to $116.5 mln vs the $109.6 mln consensus.

To: Zeev Hed who wrote (8932)	11/28/2001 6:12:41 PM
From: Bosco	Read Replies (1) \| Respond to of 99280

Hi Zeev & all - need some help with investment ed :). Morgie and Merrill have a couple of derivatives, PERQS and STRIDES respectively, which are debt linked to the common [of other cos.] After going thru EMH [ML's with EMC as the underlying security,] it is determined that there is limited upside with the full risk of the common on the downside. Still, the yield is exceptional. I think MWD's RME is similar. Obviously, both MWD and ML are making out like a bandit, but why ain't these more popular than, say, the HOLDR? Any illumination is much obliged. best, Bosco