Yakov's summary of the rp stocks brings to mind the criteria that Warren Buffet
uses when investing. The most important criteria is value. The price/earnings
ratio for Stratasys was over 40. This is very high compared to IBM and AT&T,
they are both less than 20. The price of a stock is tied to the expected stream
of future earnings that the company will generate. In the case of Stratasys,
investors were obviously expecting a lot.
Peter H. Gien
POGO International, Inc.
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