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

To: tinkershaw who wrote (1527)	6/18/2005 11:19:58 AM
From: Elroy	Read Replies (1) \| Respond to of 2955

This has to be (disregarding the bottom of the bubble implosion) the "cheapest" leading technology company, in a rapidly growing market, that is actually profitable and churning off very material cash, that I have ever seen. It has made me rethink all my views on valuation. When it hit ~$9 last August, its forward PE was about 5x. Most stocks never get below 10x, and most semis never get below 15x. I agree it is the cheapest tech stock of its kind (profitable and in an expanding market).