I read his comment, it is selling at less than half book, and a PE of around 5, not very overvalued, and since they are controlling their inventories quite tightly, I don't expect major surprises. In the last year they have cut debt by almost half, now debt is less than their accounts receivable. The have done great job of managing their business during this tech down turn, but are still selling at major discount to their peers (see ARW for instance). If they continue doing a good job then they will come out during an economic rebound smelling like roses, a triple or more from here, IMTO, is not an impossibility. Mind you, like other of my orphan stocks, the trading volume is very light so don't rush and expect price volatility in down markets.
Zeev
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