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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (43614)2/13/2002 11:56:44 AM
From: ChrisJP  Read Replies (1) | Respond to of 208838
 
Anybody know of any under-followed and undervalued defense stocks?

After 9/11 I'd say there's no such thing. That would be like asking if there were any undervalued, underfollowed internet stocks in Dec 1999,

In March 2000, LMT was trading at about 18. A company with $40B in sales, 200,000 employees with a market cap of $8B (and debt of $12B).

MSFT had more than $20B IN CASH at the time and I really think it would have been a brilliant strategic move if MSFT had bought them. lol

Chris



To: Dave Gore who wrote (43614)2/13/2002 1:23:09 PM
From: SirRealist  Read Replies (1) | Respond to of 208838
 
Undervalued defense? Start here:http://www.siliconinvestor.com/readmsg.aspx?msgid=16995817



To: Dave Gore who wrote (43614)2/13/2002 1:31:57 PM
From: Zeddie88  Read Replies (1) | Respond to of 208838
 
Dave, MANT is a defence IPO. Pricing was $17 and it can still have a run during quiet period. I got some in the low 18s and am looking to add should it dip.

Sue


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