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Technology Stocks : ORFR-ORBIT/FR -- Ignore unavailable to you. Want to Upgrade?

To: CG TANG who wrote (172)	12/4/1997 6:49:00 PM
From: larry	Read Replies (1) \| Respond to of 475

CG Tang, Thanks for your advice. I like to invest in companies with good fundamentals and yet are traded at a significantly lower value. In most cases, I used trailing (or forward) PE growth ratio as a measurement. This rule helped me correctly picked up IDTC, MAVK, DELL, etc in the past. ORFR is trading at 60% discount compared with the average PE growth ratio of the sector and yet I have to understand why. Maybe it's due to the thin volume and lack of exposure. I called to company and they said that they don't have any news for release soon and they are doing just fine. I do agree that I probably can wait a few more days to get in at a better price, but the current price is already too attractive to me. Plus I am never that lucky to get in at the bottom and sell at the peak. Using my rule, I also find out that IDTC is trading at a significant discount compared with its peers (38% less). GNRL and PAUH are even worse, trading at a 67% discount compared with the average of its sector. BTW, I bought some PAUH today because I think that at 15 this is a great steal. PAUH has been rolling between 15 and 22 or 30 for a while, so the upside potential is much greater than the downward potential. Anyway, all four stocks are attractive to me simply because they have a PE growth ratio well below 1.00 (with PAUH and GNRL well below 0.5!). Not to mention that all four companies are fundamentally sound. good luck, larry