[TGoldman]

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This stock is starting to look like a good value play now.

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Is this based on anything other than.. the stock price is down? If so, I'd be interested to hear your analysis.

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It's based on the fact that they're now trading at a P/E multiple of about 16. The "business and software solutions" sector has an average P/E of 25 and the "gaming activities" sector has an average P/E of 48. It looks cheap compared to their competitors, but it gets better. They have no debt and $6.27 in cash reserves per share. With a current share price of $18.5, that means over 30% of their share price may be discounted as a "free cash rebate" upon purchase. I don't see any of their competitors with that strong of a balance sheet. Now, I didn't know that about their earnings guidance for summer quarter. That is bad news, but I think the market has been unfairly harsh to this stock resulting in very attractive valuations.