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


To: SOROS who wrote (89114)3/24/2000 2:36:00 PM
From: KevinMark  Read Replies (1) | Respond to of 108040
 
I agree. Another one just caught my eye. MXTR. 25k on the ask just now. Breaking out to a 52 week high.



To: SOROS who wrote (89114)3/24/2000 2:41:00 PM
From: westpacific  Respond to of 108040
 
SLAB vs QEDI -

In terms of valuation, Silicon Laboratories, is rather cheap when compared to their closet rival Quantum Effect Devices. That company trades at a price to sales ratio of 19. Yet before you apply this ratio to Silicon Laboratories you have to consider that Silicon Laboratories has sales growth that is about 2.5 times that of Quantum Effect Devices, and Silicon Laboratories is profitable while Quantum Effect Devices isn't.

QEDI - 3.70M float 25.9M out
SLAB - 3.2M float 46.5M out

SLAB is cheap in the 60's IMO



To: SOROS who wrote (89114)3/24/2000 6:18:00 PM
From: Marc Gilbert  Read Replies (2) | Respond to of 108040
 
Hi SOROS,

Every week or so, you mention a new stock and say it is the next great thing. Lately, it was GZMO, then A, and now RMTR. I did some DD on these stocks, and I too think they have good potential. I was just wondering if you still hold the above mentioned stocks, and where you do your research to come up with new recommendations.

Thanks

Marc Gilbert