SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SBHX who wrote (3438)7/21/2000 3:55:39 PM
From: Zeev Hed  Read Replies (1) of 30051
 
Hopeful, SSTI is quite volatile, but when it moves up, it does it in a hurry. Here it is selling at 20 times next 12 months earnings, IMHO, thus it is a "value stock" , almost. Until there is going to develop a perception in the market that flash overcapacity is upon us, i would not worry. Currently, they are booking orders for 2001. I have a target of $135 on this one.

As for the holy one, one is waiting on promise delivery of few large PO and waiting possibly too long. If you do not "get" it, by all mean, forget it, there are other great opportunities and punished stock that are better like SNDK and even RMBS. Buying RNBS here in the $88.5 to $89.5 range is fine since you can put a relatively close dtop at $85.5.

Good luck out there.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext