Joseph,
Thanks for the advice on FPGA. I also think ALTR is a better bet
long-term. My image may have deteriorated to one of a short-term
trader, but I am not - the choppy market and bottom fishing, as well
as stop-loss selling are responsible for that. I think I will load
up on ALTR and sit long, leaving shot-term trading in XLNX to you.
Let me ask you this - why do you rate XICO "sell" as the company has
grown earnings 7 times and is citing capacity constraints as a reason
for not doing even better? Also, comparing XICO and ACTL, XICO has
earned more (per share), margins are going through the roof (compared
to earlier periods, and compared to those of CATS); and yet you seem
to cheer ACTL much more. My estimate for XICO this year is .90 to
1.00/sh. which should push the stock to the upper teens. So, for now,
I am sitting on it. CATS, unfortunately, pales in comparison. Also,
did you see the cash and short-term investments part of the report???
35 mil. means more capacity at no borrowing or additional equity!!!!
I am falling in love with the way this company is managed and guided,
and the way it makes money as well!!!!!
Finally, what are your 'pros' on SYQT - I think it has been eaten up
by IOMG, in which BTW I am currently a shareholder. Please, give me
a clue on SYQT? A stock that really threw me off yesterday was
Cyanotech - CYAN/NASDAQ. We thought MU had good margins, but look
at these guys - 2 350 000 in sales transformes into 750 000 in profits
- no extraordinary gains or strings attached!!!! And they are in a
less volatile (I think) food industry - what do you think about them?
They might be overvalued at 10, considering last quarter EPS of .05?!
WV
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