"The problem with the Internet is it breeds countless bull shit rumors that the media feeds on.
On Feb Autn 15 will announce blow out earnings and state for 15th time this month they see no signs of slowing down."
Jesus, HJ, this sounds EXACTLY like one of my 500 banshee howling screams from last year. Mine were usually about the opticals, and semi-communication stocks. Be careful. You know, BETTER than I, that it doesn't matter what you I think the comapny should be valued at. NT must have retiterated guidance 10 times after the October debacle. It's been cut down 60% and they still have the same guidance.
The assholes who can't see past 5:00 pm will kill you, because they are a very large group. If it has a high pe, they are going to bring it down, or at least it isn't going to go up. Meanwhile they will buy PG at a peg that QCOM could only dream about.
But as you said, this will pass, probably by the end of this year. A gorilla tech deserves a peg about as big as PG or MRK or G or KO get, imho. And when that happens, things like brcd, emlx and jdsu will be selling about 4x higher than they are now, but it's going to be a a couple years. |
