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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (23600)	11/5/1999 1:07:00 AM
From: edkaiser	Respond to of 108040

I just looked at price/sales for EMLX, ZOOX, BRCD, JNIC, QLGC, INPH & VIXL, and was almost done with a long well-thought <ggg> out post about my conclusions, and then my browser crashed. It's late and I'm not going to try to recreate it. In short, though, I really think EMLX and INPH are the best "values" out there in SAN/fibre channel. EMLX because of being a market leader (and positive earnings), and INPH because it has an incredibly low market cap compared to its revenue. I think you can make an argument for VIXL being cheap, but for some reason, the street has just not taken to them, and I'm just not a good contrarian. On ZOOX, I used to love it, but until they post a blowout quarter I just don't think it trades better than EMLX (which incidentally, has a lower price/sales ratio). Anyway, I post this more to get people's reactions than to just spout off. If anyone has reasons why any of these others are better than EMLX and INPH, I'd love to hear them. See you all in the morning.