Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (30979)	5/16/2008 1:59:04 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78842

CRDN - Jurgis why are you so emotional about CRDN? You may be right as well as the blogger you referenced but you sure aren't right because somebody calculated the value of CRDN to the $ in a spreadsheet or because a GS analyst releases a note. The spreadsheet is only as good as the input variables which do not even consider a scenario where revenues may shrink. As far as military is concerned just be careful to assume that more soldiers (if it ever comes to that) mean more weapon spending. 3/4 of the military budged goes into salaries and maintenance. If the total spending pot remains the same, the weapon funding will shrink. I am not interested in CRDN because i believe this is a binary situation which could go either way - right now i see too many other opportunities where i have much more confidence in the outcome. If you have a different opinion that's fine but i do not see any reason for you to jump out of your skin because somebody else disagrees.