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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Casaubon who wrote (2580)	1/31/2007 10:14:44 AM
From: Elroy	Respond to of 20435

Seriously OVTI is about at the valuation level that I might buy a little as well. More than half the market cap is cash, so their PE on operations is less than 7x. Problem is that with their gross margins forecast to decline its hard to trust the forward EPS numbers. If it gets to $10 before the next earnings report I'll probably buy a little bit, for old times sake.

To: Casaubon who wrote (2580)	1/31/2007 10:37:38 AM
From: Elroy	Read Replies (1) \| Respond to of 20435

If anyone cares about QCOM, this guy is running a contest for who can pick the highest, lowest and closing price of QCOM stock for 2007. He's actually engraving and mailing out toasters to the winners (one for hiest and lowest, one for end of year). Today's the last day to enter. Free toaster, free toaster!!!! Message 23238187