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

To: Paul Senior who wrote (12182)	6/1/2007 3:01:01 AM
From: Jimbo Cobb	Respond to of 12662

Wow...that is interesting Paul...U got me with another 1 I don't follow at all, but look at that cash on the books...P/B, P/S, etc. look mighty cheap....of course on the other hand the memory market is seriously cut-throat and a great company (in my opinion) like Micron has a lower stock price today than it did 10 years ago and still can't seem to get out of their own way...I think SNDK has been at the sweetspot of the market in the higher growth areas than MU...don't really know about QI but from a quick glance they look more like MU than SNDK....still though my initial reaction is it looks like a good value play...maybe MU will end up buying them one day (or maybe QI will kick butt and end up buying MU !).... Good find (I think...maybe....) I may join U with a few.... Jimbo