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wahz

12/03/03 6:22 PM

#10852 RE: augieboo #10850

ok I am current on fnsr...read reports from cibc and rbc capital.

the worry is about margins, they were well off on margins. alos, there is fear they will acquire ocpi(i don't have any)

otoh, these guys understand that fnsr projected "conservatively" growth of 5-12% for next q and backlog is tracking at a rate of 17% growth sequentially. This is way out there.

the 2 dollar target is, get this, based on "2x the revenue estimate for 2004." two times revenue while equivalent comanies sell at 3-9x revenue..now.

well alrighty then...i'll wait a few days on this one and let you all know when i am done. tell you the truth, i am tempted to do something very stupid if it drops much


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Namiar

12/03/03 7:29 PM

#10854 RE: augieboo #10850

Today was very close to a stage 1 buy on my scalp model. At around 11am (PST) I concluded that there was no way I was going to get a signal, so I proceeded to leave the house and go look at Camcorders. But upon plugging in data, I find that the EOD numbers produced a near buy.

OT: Anybody have a favorite camcorder?? I was somewhat impressed with Sony's models that write directly to DVD. BTW, I don't know what was going on at The Good Guys, but I was there an hour and nobody came over to help me. The only salesperson had several people waiting in line.

Then I went to Best Buy. Every 5 minutes a salesperson was asking if I needed assistance.

Long Best Buy, short Good Guys may be a good holiday retail strategy.

BTW, what is the Bear thread where all the urination is occuring???