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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
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To: gizmo&jack who wrote (89882)3/28/2000 9:20:00 PM
From: $Mogul  Read Replies (2) of 108040
 
RE: Morgan and there targets. they mean nothing, and I am talking from experience. Just look at BRCD, what a joke that was when MSCO came out with a ridiculous target and it was double that by the next time the analyst raised it. Recall ICGE, and most recently EXTR, where the analyst were caught way off gaurd by there last quater report.

I personally think that they are just conservitive which is fine, and lends itself to multiple upgrades over the following quaters. With ASIA I have looked at this stock very througherly and consider it a core investment for my International portfolios. I see rev sequential growth growing much faster then the analyst can even dream. So let ASIA operate in show me first mode. I actully think that many retails are not doing there own DD and are just playing the mometum(which is fine for short term position trading I assume) but for oppertunities like what ASIA provides they will consistently miss the boat on core stocks for a international portfolio, as in this case IMHO. There are also other motives for analysts and in particular to this circumstance, the far east is a little weak right now, but will provide some of the greatest growth oppertunities for the next 5 years then I happen to believe then our own US mkt's.

I actully hope I can load more ASIA to my position cheaper then current levels because I am fine with this issue as a long term hold. My own personal projections is for ASIA to reach $200 pre-split by EOY. I feel that based on my own DD this is entirely feasible and reachable as long as over seas fears subside.

Bottomline is that ASIA is gold in my opinion at these levels. On a valuation basis alone it excites me, not to mention there envolvement with some of America's largest tech companies and the close ties with the Chinese gov't that make this stock a winner.

See you in lt. Dec. on ASIA where we can see how this issue preforms.
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