Well, after I looked at all the historical comparisons I could find, I guess $500 is a little high, unless they can capitalize bigtime on some other techs similar in size to KM. W/ full KM acceptance at $1 tho, $250 AT LEAST seems easily attainable. Trying to steel myself as much as possible not to get taken out by greed at $50 when there's at least another $200 possible left on the table.
In regards to a breakdown of DST/DIS/DCR, I don't know AXC ever breaks them down for us into their individual components. We do know that DST is the only section of products that's growing, DCT and instrumentation sinking as of all the recent 10Qs.
Warren Buffet: "Buy good companies at great prices and then hold them forever."
In this months issue of Worth mag, under "How to invest a Million", Louis Navallier, the king of momentum investing, has this to say about the current market:
Wall st is a trendy place thats always changing its mind on what it favors. In the first half of 96, was in love with stocks with accelerating eps momentum, an investment popularized by O'Neill and IBD. In the 2nd half however, earnings momentum strategies deteriorated and were replaced by earnings surprise strategies, making it almost impossible to outperform the s&p.Today, earnings surprise continues to dominatte WS and represent my secret ingredient for selecting stocks that are most likely to outperform the market for some time to come.
Kinda reminds me of a stock that had a 120% earnings surprise, and now has eps growth of over 50% forecast for the next 2 years (more if they'd listen to me, but haven't gotten a call from Zach's yet, sniff, sniff). And yet it's at $8. Today had to relook at the depressing 12 month chart at Lombard.com. Sigh, when will this baby sell for what it's worth? Waiting till then, heavily burdened down with margin debt and supercheap AXC. |
