Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: tinkershaw who wrote (1006)	7/14/2004 9:19:48 PM
From: tinkershaw	Read Replies (1) of 2955

One more addition in regard to the market being far from mature is that (1) cell phone penetration has just started, (2) CMOS sensors displacing more expensive CCD sensors in digital still cameras has just begin, and (3) the automobile market remains a vast, future, untapped market. So there is plenty of room for growth. All this said, the market has torn OVTI to shreds lately, 7x consensus forward earnings is as cheap as I've seen a stock get. Either a catastrophe is brewing or it is one hell of a buy here. Tinker

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