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Non-Tech : Amati investors
AMTX 1.510-7.4%Dec 5 3:59 PM EST
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To: j rector who wrote (20192)6/22/1997 11:53:00 PM
From: SteveG   of 31386
 
Hi j-

<I think that I was assuming a shorter time frame for the modem orders and booked profits.>

techstocks.com

Actually (see above), your post assumed 125K in each of 4 years. But this wouldn't yield a 50% growth rate. So I had to adjust for 50% growth rate over 4 years cumulating in 500K deployed at the end. MOT has said (don't have a reference handy but I'm 95% sure) CG by 1998. So I presumed 60K in year one, which would be 1998. This meant .31/share. Applying growth rates to P/Es requires using TRAILING P/E. So, in '99 at 50x trailing (.31) gave $16 justified for '99.

Sorry if that wasn't very clear before. Late and other work to do.

Regards-

Steve
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