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Re: [RT] Dan Sullivan goes bullish



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There has been substantial insider selling for the 
past 2 years in Ebay and the stock just hangs in there.  could it be like 
the banks in the 80s?
 
  ----- Original Message ----- 
<BLOCKQUOTE 
>
  <DIV 
  >From: 
  Mark Simms 
  
  To: <A title=realtraders@xxxxxxxxxxxxxxx 
  href="">realtraders@xxxxxxxxxxxxxxx 
  
  Sent: Sunday, April 13, 2003 5:59 
PM
  Subject: RE: [RT] Dan Sullivan goes 
  bullish
  
  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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