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


To: Zeev Hed who wrote (27315)2/5/2002 5:41:12 PM
From: Mike M  Respond to of 99280
 
Yeah, I thought another gap down in the AM might afford us some buying room. I hope we get a bounce better than 24 1/2...but that may be wishful thinking.



To: Zeev Hed who wrote (27315)2/5/2002 5:56:13 PM
From: Mark Johnson  Read Replies (3) | Respond to of 99280
 
Zeev called local bottom on Thurs. @1925....what happened...?.....he said:"we should advance from
here"...LOL....

Message 16993193



To: Zeev Hed who wrote (27315)2/5/2002 6:15:27 PM
From: J L Segal  Read Replies (2) | Respond to of 99280
 
Zeev, any thoughts on AETH? I recall you had an interest a couple months ago.
AETH reported after the close a loss of $1.02 per share. Rev's for 2001 were nearly double 2000.
4th Q rev's (@ $25.2 mil) were slightly above 3rdQ. AETH continues progress w/ cost control - down to $44 mil for 4thQ. Year end cash was at $530 mil. The conference call is scheduled for tomorrow a.m.
AETH now has nearly $13 cash per share, zero debt, and is trading at just over 2x sales ......isn't the slaughter in the wireless sector a bit overdone?

JLS

p.s. I rarely have the time to visit your new thread, but did catch a couple of your market calls today. Great timing!