Newport Corporation (NasdaqNM:NEWP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Newport Corporation (NasdaqNM:NEWP)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: semi_infinite who wrote (18)	2/10/2000 11:43:00 PM
From: Keith Sprague	of 45

I have never read the Redchip.com newsletter/research report. They put out some PR yesterday stating that they were changing their rating on several stocks, NEWP included. Based on their comments, I would not put any value in their analysis. They mention NEWP as a semiconductor equipment company that lacked further near-term upside potential. I disagree, even without the split announcement. As far as valuation, I think NEWP offers good value when compared to others in the optical network arena. However, NEWP is not necessarily a competitor, but a supplier. The way I see it, NEWP should continue to appreciate in value as long as there remains torrid growth in this area. I would not be surprised if we saw these levels even after the split. However, I do not plan on adding to my position. It makes up a good piece of my portfolio at these levels, and will continue to increase percentage wise with any further upside. Here's a link to the RedChip.com article... biz.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next