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To: H James Morris who wrote (135447)12/7/2001 8:58:25 AM
From: Oeconomicus  Respond to of 164684
 
SCH is much more richly priced than ET. Look at price/book and price/sales. It may deserve a premium, but I bought ET because it was trading at what looked to me like an unreasonable discount to the industry. I sold it because management shenanigans (poor controls that led to big losses from a stock lending scam and excessive executive compensation that they seem to want to hide from shareholders) caused me to worry that the discount was well deserved.

Bob



To: H James Morris who wrote (135447)12/7/2001 9:06:41 AM
From: Oeconomicus  Read Replies (2) | Respond to of 164684
 
Speaking of ET:
Message 16760136