Stockchase Opinions

Reza Samahin, P. Eng, CFAQ-LogicQLGCBUYJun 24, 2004

Disappointed last quarter and has been battered. Should do reasonably well going forward.
$27.35

Stock price when the opinion was issued

electricalelectronic
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DON'T BUY
Makes cards that go into computers. Under a lot of pressure.
BUY ON WEAKNESS
Last quarter was not up to expectations, so stock dropped. Good CEO. Storage should roll over time. Would consider buying at $40.
BUY ON WEAKNESS
Great management. Buy at lower levels.
SHORT
Good company, but valuation is too high.
BUY
Likes storage business, and prefers Veritas or Q Logic which have lower multiples (20 X next years earnings) than EMC