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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (18662)	2/13/2004 3:36:08 PM
From: jeffbas	Read Replies (2) \| Respond to of 78519

spek, "much more reasonable valuation" is in the eye of the beholder. -FARO has no 3% customers I believe, versus far more concentration risk on PRCP. -FARO's market is virtually every manufacturer in the world, not just the auto industry -FARO has not projected lower sales in 2004 and merely being profitable, but substantial growth. -FARO has projected that its market, of which it is the acknowledged leader, may grow 10-fold within 10 years (from about $300M now). -FARO has institutions buying the stock like crazy (a danger sign if the holding percentage were larger), while PRCP has selling. nasdaq.com`&selected=faro&FormType=Institutional FARO is QUITE expensive, for good reasons, and is certainly NOT a value stock. PRCP is must less expensively priced, for good reasons as well, in my opinion.