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   Strategies & Market TrendsThe New Economy and its Winners

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To: Bill Harmond who wrote (1613)9/22/2000 4:21:01 PM
From: 16yearcycle
   of 57684
 
yes. Sold my remaining cmrc in all accounts, at the end. Must have been in the air.

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To: HG who wrote (1615)9/22/2000 4:24:23 PM
From: 16yearcycle
   of 57684
 
Hi!

They are newly positioned as the dominant outsourcing manufacturer for the fiber optic companies. The revenue growth will be incredible. Some of its in the stock, but not very much.

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To: 16yearcycle who wrote (1618)9/22/2000 4:24:52 PM
From: Glenn D. Rudolph
   of 57684
 
No comment on VERT?

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To: Glenn D. Rudolph who wrote (1620)9/22/2000 4:28:03 PM
From: 16yearcycle
   of 57684
 
Hi Glenn,

I never liked it. Bill might have an opinion.

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To: Bill Harmond who wrote (1613)9/22/2000 4:36:16 PM
From: 16yearcycle
   of 57684
 
By the way, what in heck did they say to cause that explosion?

Did you see brocade? It's doing its darndest to make me feel smarter.

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To: 16yearcycle who wrote (1621)9/22/2000 4:44:40 PM
From: Glenn D. Rudolph
   of 57684
 
Eugene,

Thank you. I do not like it much lately either:-( Maybe time to lock in the loss and move on...

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To: 16yearcycle who wrote (1622)9/22/2000 5:35:29 PM
From: Bill Harmond
   of 57684
 
For starters, a 70% win rate.

I saw Brocade. It's becoming serious money.

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To: Bill Harmond who wrote (1624)9/22/2000 5:43:12 PM
From: Libbyt
   of 57684
 
Conference...

I can't remember who was listed on the conference schedule...did SCON give a presentation? If they did, did you attend...and any new thoughts on this stock?

Thanks!

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To: Bill Harmond who wrote (1624)9/22/2000 5:55:42 PM
From: 16yearcycle
   of 57684
 
What, you don't want to post the WHOLE THING?<G>

BRCD is growing so fast and is so profitable, it is nearly impossible to try to value it.It's probably reasonable that they earn 2.50 bucks next year and then continue at well above a 150% growth rate. It's probably selling at a pe of under 20 on 2003 earnings. And will continue to fly for years after. There is just no competition unless NTAP changes the underlying market in its eventual collision with EMC.

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To: Si_Detective who wrote (1612)9/22/2000 6:37:41 PM
From: Mark Fowler
   of 57684
 
semi.org!OpenDocument

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