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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (29532)4/12/1999 5:12:00 PM
From: Sun Tzu  Respond to of 70976
 
So is E-Machines a public company? <eom>



To: Skeeter Bug who wrote (29532)4/12/1999 5:16:00 PM
From: Duker  Read Replies (3) | Respond to of 70976
 
OT

I would be very surprised if they are producing positive CF ... but, that is neither here nor there.

More importantly:

Profitability is going to kill them from a valuation standpoint. The sweetspot is about -50% Net After Tax Margins ... with solid revenue growth (mid-triple digit y/y growth) ... then you can use the new valuation paradigm ...

--Duker