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Paul Shread

04/23/04 10:50 AM

#235132 RE: Zeev Hed #235108

>>QLGC is becoming almost a value play here <<

FWIW, I know one value manager (Trouncing the Dow author Ken Lee) who's buying it here. It's trading below its 10-year valuation range, as he tracks it (based on ROE, earnings growth and other measures).
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Must Be Patient

04/23/04 10:55 AM

#235144 RE: Zeev Hed #235108

A value play at 5x sales? I don't see it, I guess that's why I don't really do tech stocks. MAXF on the other hand, I can like. I just initiated a position this morning.