SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: J L Segal who wrote (27328)2/5/2002 6:36:26 PM
From: Zeev Hed  Read Replies (4) | Respond to of 99280
 
JLS, I have made the case for AETH a number of times, the cash they have on hand is more than twice the market price, even if you take out all the goodwill on the balance sheet you still get a book value above today's price, I bought today just under $6 and expect to hold this for a at least a 30% run. (see #reply-17015312). That is after two earlier trips (#reply-16997077 a very minimal profit and and (#reply-16948422 #reply-16971402) a slightly better profit.

Zeev



To: J L Segal who wrote (27328)2/5/2002 11:13:31 PM
From: Softechie  Read Replies (1) | Respond to of 99280
 
Wireless sector is going through what CLEC's had gone through...this is just beginning and I expect some big firms to file BK. This sector is highly leveraged and reduced demand will put great pressure on it.