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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (36240)4/25/2001 4:40:50 PM
From: stockman_scott  Read Replies (2) | Respond to of 65232
 
QCOM is a good company...

Yet, its a bigger firm (in terms of market cap.) than I ideally like to invest in. Its valuation also seems to be very high -- a triple digit P/E. I'm much more comfortable with OCPI which is experiencing hyper-growth in a difficult environment -- and it has a P/E that's still in the 30s..!! I'm looking for an emerging market leader that has MAXIMUM UPside potential. There clearly are no guarantees in this market though <VBG>.

Good luck investing Donnie.

Best Regards,

Scott



To: Venkie who wrote (36240)4/25/2001 4:47:31 PM
From: stockman_scott  Respond to of 65232
 
OCPI's Low consensus estimate was for $.09, high consensus was $.10, they made $.11 (with NO warning along the way)...Now that's performance. Look how the stock's leaving firms like AVNX in the dust...OCPI makes money but AVNX only has potential profits (so does CORV) -- IMHO, those are NOT good investment candidates in this market. Increasing Profits TODAY seems to be what's rewarded by the casino that we call The Market...=)

Best Regards,

Scott


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