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


To: mishedlo who wrote (24831)1/27/2002 10:49:50 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
SIMG has a burn rate of some $12/$15 MM per quarter, and at the end of September had about $40 MM in cash, not much longer before they fold or drastically dilute. GNSS on the other hand, is cash positive, and doubling sales in the last year. Both selling at a PS of around $10, which would you prefer?

Zeev