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To: BWAC who wrote (49277)9/25/2003 5:29:58 PM
From: Triffin  Read Replies (2) | Respond to of 53068
 
EK .. when to buy ..

This has got to be one of the tax loss
sale candidates this year .. I'd wait until
the end of October before making a 'buy'
decision ..

ditto for SGP/SBC ..

Jim in Ct ..



To: BWAC who wrote (49277)9/25/2003 5:55:22 PM
From: E.J. Neitz Jr  Read Replies (1) | Respond to of 53068
 
Does stock price= fundamental value using DCF analysis? No-did in the past
Does Stock price= value based on price/sales? No. Price/ cash flow? No- but did in the past.
Does stock price= what "bubble heads" are willing to pay for it thinking there is a bigger "bubble head" willing to pay more that is out there?

YES.

That is all that matters--now. So let the "bubble heads" play.