Value Microcaps Motherboard

[wadegarret]

R59- AMOT

Have you looked at their balance sheet ? After taking out intangables & goodwill, total assets equal total liabilities, so no tangable book value. I am impressed with their growth though, and margins are up slightly in the Sept qtr. Re, I looked in the 10K for seasonality, and couldn't find any mentioned. Do you know if there is any, or can we annualize the $.42(after items)Sept qtr to $1.68 ? Re would you lower the valuation for the somewhat weak balance sheet ? What PE would you attach going forward ? thanks