The Black Box

[wahz]

sat since its just math Id just check out everything and look for things with stable 15% plus forwrad growth and see if you can find ones with peg's of .5. Also maybe better go with ps of 3 with growth of 20%

bcsi might be as cheap as anything. last fall akam was at a pe of around 17 and its actually had 35% growth. There is a long list like that. The stuff like bcsi and rvbd was supposed to be in trouble because the fincial were not going to spend. But according to chambers they were the strongest area last q and into the end of jan


sigma is insane best i can tell