RE: [RT] Dan Sullivan goes bullish

["Mark Simms" <mar.ko@xxxxxxxxxxx>]

Kent - sorry 
for the confusion, but the I only report the FACTS, Mam. Yes, there was a 
brokerage, I believe Goldman Sachs that was positive on Ebay, and so it does not 
agree with Fred whom I agree with. SO what else is new in this crazy market 
?
I agree with 
you...somewhat...but this time, the market may be "over-anticipating"....look 
what happened to the defense sector.....then the healthcare sectors....these 
were all poised to be "winners" in 2003, 2004. Dead wrong.
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  <FONT face=Tahoma 
  size=2>-----Original Message-----From: Kent Rollins 
  [mailto:kentr@xxxxxxxxxxxxxx]Sent: Sunday, April 13, 2003 11:20 
  PMTo: realtraders@xxxxxxxxxxxxxxxSubject: Re: [RT] Dan 
  Sullivan goes bullish
  So things with CIBER can't get worse?  Here 
  is what things looked like when things couldn't get better:
   
  <A 
  href="">http://news.com.com/2100-1017-243311.html?legacy=cnet
   
  Note the date.  At the time you would have 
  been crazy to short some of those semis in July of 2000.  Check the 
  charts.  Semi customers were double- and triple-ordering because they 
  weren't getting the parts they needed.  The double- and triple-ordering 
  was creating a self-perpetuating cycle.  Jonathan Joseph specifically 
  said that he downgraded because "things couldn't get any better" for the 
  semis.  Companies have had 2 years now to repair their balance 
  sheets.  Things will pick up again.  Not like they were.  That 
  may never happen again in our lifetime.  But things will pick 
  up.
   
  And Mark, you're conflicting yourself 
  again.  In your post you say, "let's see if there is any WALK in the big 
  TALK that techs have been making."  Then you say, "there was NOTHING good 
  in [the CIBER] report."  What tech companies are talking big?  I 
  haven't heard it.  You pointed out that someone upgraded eBay, then you 
  pointed out the someone is "SUPER SHORT" eBay.  That's what makes a 
  market.  Which side are you on?
   
  Kent Rollins
   
   
  ----- Original Message ----- 
  From: <A 
  title=mar.ko@xxxxxxxxxxx href="">Mark Simms 

  To: <A title=realtraders@xxxxxxxxxxxxxxx 
  href="">realtraders@xxxxxxxxxxxxxxx 
  
  Sent: Sunday, April 13, 2003 8:59 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.
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    <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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