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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: xfiles who wrote (4281)10/17/1998 9:35:00 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 18998
 
"inferior products" is not true in the case of JDEC. multiples too high perhaps, but excellent products. Other ERPs still trading very high as well.



To: xfiles who wrote (4281)10/19/1998 7:06:00 AM
From: Mr. Pink  Respond to of 18998
 
Yes, JDEC appears overvalued, but beware rising analysts estimates...

MP



To: xfiles who wrote (4281)2/7/1999 5:28:00 PM
From: xfiles  Respond to of 18998
 
On 10/17 with JDEC @ 31, I offered you 16 as a target. It broke 18 on Fri. I'll cover.

Now long BGP @ 15 3/4. Target 25.

Respectfully,

x.


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