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[SSKILLZ1]

DTLK

A Data Center Play

1) DTLK has strong balance sheet with over $2.25 a share in cash.

2) DTLK earned .28 in q4. So stock isn't expensive on that in my opinion, I admit q4 is seasonally stronger however.

3) Analyst estimates are for $1.01 up from .75 last year. I believe estimates if anything might be a tiny bit low. As I expect about $1.05-1.15 FWIW.

4) With easy beatable comps all year where they show solid revenue growth, and bottom line growth, I expect this stock to get a premium pe of say 15. Hence I see $15-17 stock in it's future if EPS comes in where I think it will. For those who are worried q1 is down sequentially from q4, remember q1 is their weakest quarter of the year and I wouldn't be surprised if we see earnings in the low .20's when all said and done, and more every other quarter.

Conclusion: Overall I like DTLK think it has a good chance to more 30-50% gain. As always you never know with earnings, but I like this one a lot. All is just my opinion, and I could always be wrong though.