AMD might be the next AAPL

From: "Ahunawar Chhapgar" Date: Tue Jan 31, 2006 10:21 am Subject: CKCM, AMD, GOOG, OVTI

AMD: might be the next AAPL or SNDK in terms of a run up. it is not seasonal
for this company. If Intel can't do anything spectacular, and these guys can
perform over the next 12 months, Intel will have a serious competitor. There
is just too much market share AMD can gain over the next few years.

CKCM: I have been telling everyone I meet that this stock is undervalued by
20 bucks atleast (when it was at 24) and I know some of you have bought into
this one. This one will easily be in the 40's at the least in my opinion.

OVTI: I know this one has gone from 12 to 25 now but you can expect strength
going into earnings. If they can sustain their Growth and their margins,
this one is going way higher.

GOOG: their earnings are very important to all the lofty evaluations in the
internet sector. They need to show 1. they have gained market share and 2.
the search market is still unbelievably hot. Anyone who bought options when
it hit 400 is taking a risk going into their earnings tonight.
I am on the search of undervalued / growth companies and so if you find
some, do let me know
Cheers,
Ahu