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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.01

-1.9%

3:59 PM EST

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To: Elroy who wrote (68642)	8/30/2005 11:27:12 AM
From: Rutgers	Read Replies (1) of 77400

Elroy - check your homework again - SGTL trades at a trailing PE of less than ten (10) and that's not deducting their boatload of cash I've done over 18 months of homework, and you're right, I don't understand the short case. I can understand a neutral view. I can't understand why a growing, profitable, cash rich, debt free, industry leader (#1 in image sensors) with a PE of ~11x (or 7x in you deduct cash from the share price) is a Sell. Every semi stock in the S&P500 as well as peers SNDK, ZRAN, and SGTL have higher PEs (they range from 17x-32x). OVTI's fundamental position is not TWICE as bad as any of those other stocks.

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