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To: The Ox who wrote (714)3/20/2008 1:11:31 PM
From: The Ox  Respond to of 8250
 
Another company that looks interesting here is ZRAN.

The analysts slashed the earnings outlook for the company but I doubt they will end up as poorly as we see in the current outlook. They do a lot of biz in Europe, which I think will be stronger then expected.

The stock has based since roughly Feb 1st, so no reason to get wildly bullish, especially in light of the recent downward guidance. I am expecting them to give a slightly more positive outlook at the next earnings report, so we'll see how this one pans out.

Low PE and reasonable PEG, which will look even more attractive if my prediction of better earnings comes to pass.

fwiw....

TO