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Strategies & Market Trends : Dave Gore's Trades That Make Sense
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To: Baton who wrote (3900)3/15/2002 12:34:52 AM
From: Dave Gore  Read Replies (1) of 16631
 
Baton, I listened to the entire C.C. of TQNT and I think the CEO was very honestly optimistic about a better 2nd half. It's a stock that traders seem to love like EMLX once it gets going with better news. They already upgraded guidance a couple weeks ago, but they have a ways to go yet to really prove they can return to $20. Still I love it on any kind of weakness for the long term, even though it's a little pricey right now on a PE basis.

RFMD is probably the better company, but TQNT has a bright future too, I think. It just needs a few months and some correct strategic moves.
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