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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: chaz who wrote (21477)3/26/2000 10:21:00 PM
From: the hube  Read Replies (2) | Respond to of 54805
 
Actually, I didn't really mean for it to be funny. I think Wind is undervalued now, even after the rise since I first did the Hunt report. Yahoo gives the following price/sales ratios for the following companies:

CREE 66
ELON 73
CSCO 37
MSFT 28
WIND 14
JDSU 102
QCOM 25
GMST 105
EXDS 119
SNDK 32

With its strong technology position, value chain and growth prospects, I think it could double in price and still be competitively valued when compared with the above companies. However, I don't think that will happen until they report blowout earnings (which I think will happen sometime during the current fiscal year ending 1/2001).