Tim, I got out of VLNC at $33 (I mentioned it there), I'll se how it holds before I decide if to jump back in, right now, I am fortunate to be mostly out (I am getting a little burned with my entry in VECO today, I had a GTC there and I thought it was a good price, an hour later, I could have gotten a better price, I am losing my SCON touch <VBG>). I am also considering jumping back into CYMI (sold 3/7 at, well, sinful profits <VBG>). I think that if ISPD can deliver growth in top line (forget about bottom line for the next 12 months) it could actually command a market cap of between $500 to $700 MM, which leaves some room for additional stock growth, but for that, current valuation models must stay intact, and if the current decline is more than just a severe correction, these valuation models will suffer.
Zeev |
