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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (12509)3/13/2001 9:42:07 AM
From: Crossy  Respond to of 30051
 
Zeev,
I back you up that SCMR's risk profile is above average. I do underwrite their technology, though and midterm this company is a definite winner IMHO. MAybe it could touch $10 but the Price/Sales ratio of SCMR vs. its peers (JNPR, RBAK, CSCO) is very low and their gross margin is quite ok. I will however wait for a definite bottom to show up..

all the best
CROSSY