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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (11942)	11/1/2006 3:43:40 PM
From: Paul Senior	Read Replies (6) \| Respond to of 12662

4 me, no. Garmin has tough competition. For example Tom Tom. I've seen its unit rated tops in some media reviews. (O'course, Garmin will be coming out with newer and better stuff to leapfrog.) I'm playing this sector with NVT. It's one of two, maybe three companies that send guys in cars around the country/world to make the maps. Ain't a high tech exciting thing like GPS devices themselves I guess, and maybe labor intensive, but the maps are used by whoever makes GPS devices. I don't know contractual details, but I am hoping the more GPS devices sold, the more revenue NVT gets from the device manufacturers with whom they have a contract. And NVT should get sales from consumers who will update their GPS maps. Forward p/e on MHS is higher than for forward p/e on some pharmaceutical companies themselves. For me, right now I'd rather play pharmaceutical companies themselves rather than go for MHS. I been holding a very little ABC and CAH for a while, so I'm not totally out of the area. I recently bought a few shares of BIOS. Now that's a cigar butt. Dinky and not profitable. I like it 'cause of its low price/book and price/sales numbers. (Maybe it can find a prescription to heal itself.) Certainly both GRMN and MHS stock could increase. Maybe a lot and soon. Maybe for sure if Jimbo is buying!!! These two though, right now, for me, I don't see.