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Subject:  Re: CNXS Valuation: My Shot At It Date:  3/25/2004  8:44 AM
Author:  blitzen94 Number:  305 of 766


Great points. So...why didn't I "jump" right after I ran the numbers? I have similar concerns. My fear is that this might be a blind-squirrel that bumped into its acorn (Breath Right) early and will now systematically eat at it until it's gone.

The high Flowie (although it's not unusual w/ zero-debt companies), the inventory creep, and the emerging pattern of sub-optimal product launches give me some pause. I want to feel like I have a long-term slam dunk and I'm just short of that. I like the odds of beating the market but not as excited as I was about FARO at 21.

My next step will be to read everything I can get my hands on and go deeper into the history (pre-2002). I truly LIKE the management, now I want great reasons to TRUST them to significantly outperform others in their industry.

Thanks again for the comments,

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