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6 comments:
don't forget SFUN
woops, I meant SOLF
yes
SOLF JASO TSL comparison:
Est rev for 2007 are very similar
near 300 mil;
Growth rate are similar, ~ 3x growth in 2007.
So they should reach the same market cap; so SOLF & JASO are under value compared to TSL.
TSL could see $90 in 1 yr; while JASO could see $45; SOLF $40 if you think trailing PE = 100 for 200+% growth is their fair values.
Kevin and others, keep eye on SONS (Sonus Networks) and MVIS (Microvision). SONS I follow everyday for last 8 years. They are arms dealer in VoIP world and have no competition (one can say NT, ALU, etc are competitotrs; my argument would be you don't know VoIP industry). SONS is next Cisco.
MVIS has very exciting projector in cell phones coming. This company has been around for years but wasted time and money under old management. This is now truning around under new CEO.
Good luck to all...
Forgot to say MVIS just had a nice cup-and-handle breakout on weekly chart (see three years weekly chart).
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