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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Risky Business who wrote (9384)2/9/1998 12:00:00 PM
From: paul e thomas  Read Replies (5) | Respond to of 13949
 
Surprising Market Reaction
Cbsl at mid day was off 1/2 despite earnings of .22$ pre-merger expense which exceeded analyst projections.CBSL prices had been pushed up since 1/1 more than most of their service peers.Synt which is undervalued compared to CBsl was up 10% today.



To: Risky Business who wrote (9384)2/10/1998 11:41:00 AM
From: Stewart V. Nelson  Read Replies (1) | Respond to of 13949
 
JAMESJAY

CBSL CEO was on CNBC this AM. Sounds like he understands the issues facing his company. I liked his answers to the interviewers questions.

However, after digging into their financials, it looks to me like CBSL is expensive on a PE and PSR basis compared to it's peers. Take a look at TSCC. They are relatively cheaper and I believe they are doing the same things.

Just my opinions.

regards
Stewart V. Nelson