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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: JCnieuwenj who wrote (4547)	1/20/2021 1:22:25 PM
From: SiliconAlley	Respond to of 4824

I still have mine, purchased in the teens.

To: JCnieuwenj who wrote (4547)	1/26/2021 1:17:12 AM
From: Elroy	Respond to of 4824

Thanks for bringing up NVMI. I had a glance at last Q results. I like product gross margins of about 70%. Super high! I like about $7 cash per share, and no debt. Revenue growth in the Sep Q was up33% year on year, also fantastic. If I annualized the Sep Q EPS, we get about$2.20 per year non gaap eps. So....a PE of about 33x. Seems like a good investment if you have confidence in sustained future growth. Should we be confident growth will continue? Hard for me to evaluate not knowing their product all that well. I might take a flyer on this one. Any idea which companies are the competition?