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Replies to #16429 on The Black Box
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WinLoseOrDraw

05/11/04 1:08 PM

#16431 RE: James Bondage #16429

i suspect both XMSR and SIRI are the new Globalstars and both will be at zero before a couple of years are out. even with the current pain, i'd be much more comfortable in NENG than in either of those two.

just imo...


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sylvester80

05/11/04 1:09 PM

#16432 RE: James Bondage #16429

>>>It seems that there is going to be some serious pricing pressure going forward, and that the margins will soon indicate why this is selling at a PE of 15 and a PEG of under 1

And certainly the stock price is telling us that you could very well be right.