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To: robert b furman who wrote (34224)2/22/2007 6:16:27 PM
From: Kirk ©  Read Replies (1) | Respond to of 95738
 
Looks like I got another at a great price, $15.91! I'm pretty sure I posted about it here too.

I sent this out Monday to my readers: "With Verigy’s great valuation and expectations for the future look great, I expect we’ll continue to see big gains in Verigy as others learn of its great value. If they simply meet expectations for 2008 of $1,82 a share and get a PE of 15, then we should see $27. Given the growth rate is 50%... it should see $50 just to have a PEG of 1.0…. It seems so obviously under valued to me I often wonder what I am missing. Of course, this is what I said when I bought CACS at 46¢ and 96¢ for the newsletter portfolio back in 2002 and 2003. Sometimes the market really misses these small companies."

It is up some $4 in after hrs... -BIG grin!

Verigy swings to quarterly profit; outlines forecast
By Katherine Hunt
Last Update: 5:57 PM ET Feb 22, 2007

SAN FRANCISCO (MarketWatch) -- Verigy Ltd. (VRGY) after Thursday's closing bell reported first-quarter net earnings of $13 million, or 22 cents a share. During the same period a year ago, the company posted a net loss of $16 million, or 32 cents a share. Revenue at the Cupertino, Calif.-based semiconductor test company fell to $165 million from $170 million. Excluding certain charges related to the company's spinoff from Agilent Technologies Inc. , earnings were $16 million, or 28 cents a share. Additionally, Verigy said it expects second-quarter per-share earnings of 28 cents to 33 cents, or 32 cents to 37 cents on a pro forma basis, on revenue of $170 million to $180 million. End of Story




To: robert b furman who wrote (34224)2/22/2007 6:46:52 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95738
 
Yes, based on ADI's report, the SOX was up "big time" today.

Message 23308323

The "analog elements" of the SOX, LLTC, MXIM, NSM, TXN, ALTR, and BRCM were up 10, 8, 7, 4, 4, and 3 percent respectively, driving the SOX to a 2.8 percent gain.

We will see what happens tomorrow.

Don