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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (2203)2/4/2002 1:57:01 PM
From: Softechie  Read Replies (1) | Respond to of 16631
 
Careful on WCOM...don't bite it yet...



To: Dave Gore who wrote (2203)2/4/2002 2:07:41 PM
From: Smart_Money  Read Replies (1) | Respond to of 16631
 
True, but its what the institu sellers knows that we don't know. A stock does not lose 21 billion market cap in 30 days for nothing.



To: Dave Gore who wrote (2203)2/4/2002 2:26:23 PM
From: BWAC  Read Replies (1) | Respond to of 16631
 
Dave,

You know the market hasn't valued WCOM on book value for a long time. Primarily because the bulk of its book value is in Goodwill. Just FYI.



To: Dave Gore who wrote (2203)2/4/2002 3:32:44 PM
From: Bucky Katt  Respond to of 16631
 
WCOM book is a soft number, a real b/s number. And if Andersen did their books, the number is less than meaningless. Been a good short though....
Might be washed out & ready for a dcb.


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