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   Non-TechNike


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To: Duker who wrote (2370)2/8/2000 11:36:00 AM
From: Duker
   of 2400
 
They are taking the 2000 numbers down by ~4% ... looks like we'll go down about 25% today!

I think it makes sense to apply the same valuation to this company as they did during the Asian Meltdown of '98 ... especially given the fact that the inventories are cleaned up ...?

--Duker

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To: Duker who wrote (2371)2/8/2000 4:18:00 PM
From: IBMikey
   of 2400
 
Ouch! Is time to buy or wait?

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To: IBMikey who wrote (2372)2/10/2000 6:15:00 AM
From: Duker
   of 2400
 
It makes a ton of sense to me that NKE should be valued less than it was at the trough of the Asian Economic Meltdown -- when there were >1mm pair of excess inventory in Japan and the company couldn't take a charge big enough to right-size the company. Yeah, it makes sense that NKE goes away. The Market is becoming much clearer to me. What is the terminal velocity of a human falling from a 26 story building?

... lonely times on the bid ... probably just me and NKE itself at this point ...

--Duker

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To: Duker who wrote (2373)2/16/2000 11:03:00 AM
From: Duker
   of 2400
 
An $8.2bn market cap? You have got to be kidding.

--Duker

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To: Duker who wrote (2374)2/17/2000 12:25:00 PM
From: Duker
   of 2400
 
$8.0bn market cap? You've got to be kidding.

--Duker

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To: Duker who wrote (2373)2/19/2000 12:07:00 PM
From: Lucretius
   of 2400
 
sell this POS.. you'll be glad you did -ng-

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To: Lucretius who wrote (2376)2/19/2000 9:11:00 PM
From: Duker
   of 2400
 
Good to have you back LT.

--Duker

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To: Duker who wrote (2377)1/9/2001 11:13:27 PM
From: Sr K
   of 2400
 
$16.0bn market cap? And it's going higher, thanks to David Duval, and soon, Jack Nicklaus.

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To: Lucretius who wrote (2376)1/9/2001 11:42:15 PM
From: JCS
   of 2400
 
Spud, I didn't sell. I bought more in March and it worked out sweet. I do think I'll let half of it go now and put it in Dell, another of your favorites. Got any other good ideas?

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To: JCS who wrote (2379)1/9/2001 11:47:53 PM
From: Lucretius
   of 2400
 
great, so you're back to even, eh... too bad t-bills outperformed that... LOL

i haven't touched NKE in forever, but yea, go ahead and dump some into DELL... LOL... you'll wait even longer to get back to even there.... LOL

based on your post, it may be time to start looking at NKE to short again... thanks for peaking my interest again, i'll have to do a little digging over the next few days...

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