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Incredibly
coincidental, in the 3/31 Barron's in Alan Abelson's column, Fred Hickey of High
Tech Strategist indicates he is SUPER SHORT Ebay at 89....calling it
GROSSLY OVERVALUED.
I tend to agree
here......some of these techs have run-up as though we are back in the days of
1998. Earnings season is coming right up....let's see if there is any WALK in
the big TALK that techs have been making.
Just got the
annual report from a high tech software consulting outfit named CIBER.....and I
can tell you there was NOTHING good in that report....it was downright bleak. At
least they're not bullshitting like the others. And they even have a lot of
government contract work.
<FONT color=#0000ff
size=2>
<BLOCKQUOTE
>
<FONT face=Tahoma
size=2>-----Original Message-----From: Kent Rollins
[mailto:kentr@xxxxxxxxxxxxxx]Sent: Thursday, April 10, 2003 3:30
PMTo: realtraders@xxxxxxxxxxxxxxxSubject: Re: [RT] Dan
Sullivan goes bullish
eBay has continued to show amazing growth rates
bringing in REAL dollars. I would not be surprised to see it continue to
grow at those rates for the next few years.
YHOO on the other hand, I just don't get.
Granted I haven't looked thru all of Yahoo's services (they are fairly
diverse), but I can't see them morphing into any kind of real info-tainment
outlet that would produce the kind of growth rates required
to support a high PE. They do have some businesses that bring in
real revenue. I just don't know where the growth will come
from.
Kent Rollins
----- Original Message -----
From: <A
title=mar.ko@xxxxxxxxxxx href="">Mark Simms
To: <A title=realtraders@xxxxxxxxxxxxxxx
href="">RealtradersList
Sent: Thursday, April 10, 2003 9:25 AM
Subject: [RT] Dan Sullivan goes bullish
and goes long both EBAY and
YHOO despite 3-digit PE multiples !
Anyone think this guy is
wrong this time around ?
He's got a terrific long-term
record.
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