SI
SI
discoversearch

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 : USRX
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jeffery E. Forrest who wrote (16381)3/23/1997 5:42:00 PM
From: Janice Shell   of 18024
 
Jeff and All--

Thought this little cut 'n' paste from GOOFS would thrill everybody:

To: Joseph G. (2074 )
From: Joseph G.

Mar 23 1997 4:28PM EST

Some "macro" comments on networking industry stocks and rough numbers
on some Cos. as of 3/21/1997.

Co MCap$B P/E NetMarg% P/S Gro(*)% 1stSupp 2ndSupp 52wHI LO

ADPT 4.2 25 21 4.5 18 23.5 17.5 46 7/8 17 1/2
ASND 6.5 45 23 10 30[?] 29 15.5 80 1/4 38 1/2
CS 4.5 18 19 3.3 ? [15] 19 16.5 43 7/8 26 1/2
CSCC 2.5 30 21 6.5 25 [?] 20.5 14 91 1/4 23 1/2
CSCO 35 32 22 6.4 25 41 33 75 3/4 40 1/2
FORE 1.9 35 11 5.0 40 [?] 15.5 13.5 44 3/4 18 1/8
PAIR 2.2 60 22 10 ? [30] 16 11 42 7/8 15 1/2
COMS** 12 22 10 2.2 15 26 22 81 3/8 30 5/8
NN 4.9 20 19 4.0 15 20 14 37 1/4 20
BAY 3.1 NM NM 1.5 ? ? ? who cares?
SUNW 11 17 8 1.4 15 22 18.5 32 3/4 20 3/8

(*) my guess, assumes industry total of 25%
(**) includes USRX

Support levels are read from charts.
Important: There is no guaranty market prices will not go below supports.

Total networking industry (including other Cos.) market cap ~$100B (3/21/97 prices);
current annual total sales ~$20B; expected 5 year growth @25%/year = X3,
which will give P/S = 1.7 on current prices, not cheap at all.
At 1st support level, P/S in 5 years would be 1.3, better.
At second support level, P/S in 5 years would be 1.0, good.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News