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Date Posted: 08:00:30 03/29/00 Wed
Author: warren
Subject: Thanks a lot Marty for the insight...
In reply to: Marty 's message, "Re: VTSS..." on 07:03:37 03/29/00 Wed

> Tqnt I grouped with Vtss as a common
> competitor:because of the overwelming amount of
> outstanding shares that vtss has in comparison to Vtss
> as well as the current trading price taken into
> consideration, Tqnt should be trading at 225% of Vtss,
> approximately three times where it is trading. Seems
> like a bargain in comparison. I grouped Cnxt with
> Gspn, seems a little closer match at a fast glance,
> regardless, it is way undervalued to which ever one
> you compare it to: The most profitable, great growth
> with the least amount of shares when compared to revs
> or EPS and should be trading at least 5x more than
> Vtss or double that of Tqnt.

NTAP split on 3/24.IMO,it should rebound once it consolidates.It's hard to keep a good company down.

AMKR is another company I like.I'm glad it has pulled back a little.

Is anyone looking for potential earnings run candidates? IDTI? CGNX? CCBL?

What's up with PDYN? Have it on my radar.

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