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Strategies & Market Trends : Picks of the quarter
ATHR 6.120+0.3%3:59 PM EST

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To: Elroy who wrote (1433)9/19/2006 6:54:40 AM
From: Taro  Read Replies (1) of 20435
 
I actually truly believe I have a good shot at winning this round ;)

ATHR is wildly undervalued considering what is going on there right now. Like winning the new generation DRAFT "n" biz big. Also they are making very strong moves with incumbent providers in markets where they dominate and lead like in Japan and Europe.

Add to that TWLL, an extremely well run company in bed with 200+ important customers, in part with very little or no competition. The CEO went to a good school at Ricoh Semicon unit USA and Ricoh as you may know is a no BS, shallow and very well run organization.

Both winners IMO.

Now it will be interesting to see if 60 days suffice to make it all way up to our summit!

Taro
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