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Ceragon Networks Ltd. Message Board

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  • jmnotechie jmnotechie Jun 28, 2007 2:29 PM Flag

    made the motley fool hidden gem

    Anybody have acceess to what Motley Fool said?

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    • Basically they said it was well-positioned in an "explosive market," and that it had the possibility of growth in general and also profits to made from replacement of old infrastructure.

      • 1 Reply to bwillia0
      • And there were a few caveats about it being an Isreali company (Europe is becoming virulently anti-Semitic, thanks to its huge influx of Muslim immigrants); the existing big-boy competition (deflected by their niche strategy); the volatility of the stock and the sector; the high current valuation relative to operations; "smart dudes in a garage somewhere"; and an early buyout by a 'biggie'.

        But, given all that the reco was still strong.

        (I take HG, but don't publish anything about it other than small paraphrases, as above. It costs $200+ per year but, since 2003, June, has returned 60% vs. S&P 25%---rounded numbers. Those are "market beating returns", to coin a phrase.).

        BD

 
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