Raymond, which stock? I think you mean ,STII. My holdings are in BAY and HLIT right now,but I follow STII for its LMDS and GPS. Its price to sales is under 2,granted its earnings were not that great last quarter. They have some really great technology in much needed areas,satellite,GPS and especially LMDS. My favorite and the one I have a lot of money on, at 13 and 19 is HLIT. They are the ones who built the first system for TCI and @Home in Fremont,and were supposed to build out San Francisco,which they never did for TCI. If I were to tell you one stock that I believe is at least a double in the next 12 months,and potentially a triple in 2 years, I would suggest looking at HLIT. At least look at them for their synergies with @Home,one is building HFC systems,one is using them. But these are only my opinions,and my favorite technologies are LMDS and HFC. My favorite LMDS company is STII,my favorite HFC company is HLIT.
Hiram |
