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Strategies & Market Trends : Steve's Channelling Thread
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To: Zeev Hed who wrote (26596)9/8/2001 2:47:41 PM
From: orkrious   of 30051
 
Zeev, what are your thoughts on VRTS as a buy for the upcoming rally? Not a great price/book but a leader in storage at 6x sales. Book is 3/4 goodwill (where have all of the profits of these companies gone?). Once things take off again, storage likely will be hot again.

Also, CHKP at 14x sales sure is expensive, but has huge margins and should lead again.

TIA

Jay
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