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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 (4857)4/2/2002 12:09:52 AM
From: rich evans  Respond to of 16631
 
Dave, Might want to add SANM to your list. After merger with SCI, it will take a couple of quarters for results to show. But SANM is the leader in complex backplanes for I/T and telecom. It is selling relatively cheaply. Balance sheet strong.Run rate in 2003 could be 16 bill with a 5% O.M. and 565 mill shares out. Recent new deals with ALA, IBM, and HWP.$1 in earnings in 2003 is doable.
Rich



To: Dave Gore who wrote (4857)4/2/2002 12:35:03 AM
From: mishedlo  Read Replies (1) | Respond to of 16631
 
Dave are ME tensions what is holding back CHKP TTIL TARO?

If so, then more down is possible.

M


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