I thought this was the best story in the show, but it acts like loser (with the market down only 0.07%, it can slip more than 6%).
It may be one of the top tech picks, but it's down more than those just being downgraded (fell only 1.97%).
It's earned 23 cents with more than 36% gross margin, more than 100% growth in rev. and income, and almost guaranteed 15% Q.to Q. in the coming year, but it's price is only 1/4 (and still shrinking) of the one who made only 12 cents, less than 6% gross margin, 45% growth (in the past and may be in the future).
It has PE/growth=[21.25/(0.23*4)]/100=0.23 and the technology of next year, but most people are shorting it. The other one has PE/growth=[75/(0.12*4)]/45=3.47 and the technology of last year, but people are upgrading it.
Am I missing anything? I think a lot :-(
Can someone PLEASE clearify?
Thank you |
