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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: Sonki who wrote (6173)12/16/1997 1:46:00 AM
From: uu  Read Replies (1) | Respond to of 64865
 
Sonki:

Re: EFII

I think EFIII's problems go beyond just one quarter of bad revenue. I think HP is simply killing them in the market. However regardless of that, from a valuation point the stock's P/S is still over 2 (in my book that is too high for a company such as EFII facing big boys such as HP - A P/S of under 1 will be more comforting). However the current price is only twice the company's book value (which is very attractive). I personally do not go near this stock (eventhough it may very well double in 6-12 months). For my taste the risk/reward ratio is simply too high.

You may want to look at ELNK. I got in at $18.75 and during all these idiotic manic high tech sell offs ELNK has slowly been moving upward with increasing volume. ELNK's primary business is in the US (so none of that none sense South East Asian stuff), and everywhere I turn, small busniesses are choosing ELNK over AOL, or anyother ISPs. Besides George Soros has a huge stake in the company (although he got in at around $14-$15/shr). The company is growing nicely and from what I hear all the employees (engineers, managers and even the president) are practically working 24 hours a day (always a good indicator - to me anyway - of how a company will aggressively be growing).

Regards,

Addi Jamshidi