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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (2788)6/21/1999 1:32:00 AM
From: waverider  Read Replies (2) of 54805
 
DS...in a simple word...the Q is still cheap...way cheap. It has a worldwide frachise on a technology that will bring in royalties for a VERY long time. The street has ignored it for a very long time...and still does. From the data I have Fidelity is still asleep at the wheel on this one.

$4/share within the next 12 months is a snap. Jacobs and the CFO have said as much. 129/4 = 32 PE. Checked out recent growth rates? I expect .82 pro forma in July.

I stay focused on only a handful of stocks, so I don't know much about PMCS or CNXT. I do know, however, that Landis at Firsthand Funds really likes PMCS...and he runs a killer fund.

Rick
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