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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: ThirdEye who wrote (7822)	12/5/1997 12:03:00 AM
From: Pancho Villa	Respond to of 9285

taoman, my recollection when I looked at ACLY financials, resuorces, etc. was that the rate of increase in their growth (i.e., the second derivative: the growth rate of the growth rate) from now to the year 2000 needed to be extremely high to justify valuation. My recollection was a shop with good margins but low revenues few employees and even if the y2k business was thrown at their door steps they vould not have the capacity to clear a total clean profit that even came close to their current market cap even without taken into consideration the time value of money. Now I have read 100+ SEC fillings since I last read ALCY's so I may have to hit the books again..... Pancho