Replies to post #15129 on The Black Box

[mjk]

My gambling side would say AMCC, but my conservative, just want a double side would say QCOM. Since I've already got plenty invested in QCOM, I'll go with AMCC.

edit: not that I'm actually playing the game with my own money <g>.

I'm sure this is also a bit more conservative than others I could choose, things with less than $1 billion market cap that have a greater chance at being bought out later, but I like AMCC, and it's right around the corner.

[wahz]

Fwiw, yes, I still have my full position in Neng. Yeah its been bad. The thing is selling for enterprise value of .7x sales, 3x cash, and is growing 70-100% per year, or it seems it is. There is no way it should be down here, unless something is going on that we don't know, as has been widely assumed