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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (10526)11/17/1999 11:42:00 AM
From: Seeker of Truth  Read Replies (1) of 54805
 
Dear Down,
As my brother jokes, this advice is worth what it cost you. Anyway, if I were you, I'd sell the CNXT. It's a smallish semiconductor company. The shadow of INTC hovers over every would be giant in the semiconductor business. The P/E for the expected earnings in the year ending Sept. 2000 of 77 cents is 81, plenty high. The profit margin is about 8.4%. This suggests their product is close to being a commodity. Contrast that with your PMCS with a profit margin of about 33%. Evidently PMCS is doing something special which INTC can't easily imitate. Doesn't Q at the present price look better than CNXT?
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