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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (19006)	3/30/2004 10:15:37 PM
From: Spekulatius	Respond to of 78751

room, I know that all these companies have different business models but they seam to have quite comparable gross margins and they revenue losses are about the same as well (high single digits). So I do not see a reason why there should be a high valuation gap in between those. I have also read about the Allegiance merger and the cost savings. The 160M$ number seems very very high to me, but i guess we will see. I am pretty comfortable watching this from the sidelines tight now. Good luck with your investments.