OPSWARE being the real deal.....
Yep, I agree...and remeber one "Guru" talking about how ldcl could be the "MSFT" of their sector....
also....IF a REAL recovery happens, which companies stand a better chance of being TEN baggers.....companies like ldcl and rbak worth $140 Million and $300 MIllion, respectively...or stocks like qcom, which is down big, but still worth something like 25 BILLION, or csco which at $14.50 a share is worth over $105 BILLION.....now, we all know csco is a gorilla and so is qcom for that matter...but if ldcl goes up ten times, she is worth only a billion and a half...if csco goes up TEN times...heck, my calculator wont even go that high <ggg>......so, in my mind....the big boys may lead the recovery, but the lower valued quality companies have more room to grow overall...csco may be first out of the gate, but does it really have a better chance of becoming a trillion+ dollar company as redback has of becoming a billion dollar company?.....I dont know....I just look at some of these great companies and still see very high market caps....Like I said, they may be first to lead the recovery, but others will follow, and right now, I am concentrating on companies with low valuations and good growth prospects.....good luck to all.... |
