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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (670)9/2/2000 9:45:21 PM
From: Jack Hartmann   of 6925
 
Looking at the Computer Hardware Index ($HWI) stocks

AAPL CPQ DELL GTW HWP IBM MUIE SGI SUNW are the index.

AAPL

Price/Book (mrq*) 5.12
Price/Earnings (ttm) 31.45
Price/Sales (ttm) 3.06
EPS 0.51 to 1.00a to 0.88a to 0.45a per breifing.com
EPS est Curr Yr 1.85 Next Yr 2.12 per Nelson’s
Revs 1558.0M to 1336.0M to 2343.0M to 1945.0M to 1825.0M per daily stocks
Chart – ten green days in a row. On a tear.

CPQ

Price/Book (mrq) 4.40
Price/Earnings (ttm) 49.59
Price/Sales (ttm) 1.52
EPS 0.07 to 0.19a to 0.16 to 0.21a
0.29 est next q per zacks
Revs 9420.0M to 9208.0M to 10478.0M to 9513.0M to 10127.0M Jun00
Chart – nice 10/50/200 stack, near 52wkHI

DELL

Price/Book (mrq*) 17.21
Price/Earnings (ttm) 63.42
Price/Sales (ttm) 4.12
EPS 0.18 to 0.16a to 0.19 to 0.22 Jun00
0.25E est per zacks
Rev 6142.0M to 6784.0M to 6802.0M to 7280.0M to 7670.0M Jun00
Chart – 200/50/10 stack but coming back

GTW

Price/Book (mrq) 9.45
Price/Earnings (ttm) 45.60
Price/Sales (ttm) 2.49
EPS 0.35 to 0.42a to 0.41 to 0.37 Jun
0.45E next q per zacks
Rev 1912.1M to 2178.5M to 2451.6M to 2337.9M to 2141.9M Jun00
Chart – nice 10/50/200 day stack.

HWP

Price/Book (mrq) 8.45
Price/Earnings (ttm) 38.09
Price/Sales (ttm) 2.78
EPS 0.75a to 0.80a to 0.85a to 0.97 Jul00
1.03 est for next quarter
Rev 10318.0M to 11362.0M to 11673.0M to 12028.0M to 11818.0M Jul00
Chart – tight 10/50/200 but appears to be moving higher

IBM

Price/Book (mrq) 12.43
Price/Earnings (ttm) 33.80
Price/Sales (ttm) 2.85
EPS 0.90a to 1.12 to 0.83 to 1.06a
1.07E for next q
Revs 21905.0M to 21144.0M to 24182.0M to 19348.0M to 21651.0M Jun00
Chart nice 10/50/200 and on a tear

MUEI

Price/Book (mrq*) 2.89
Price/Earnings (ttm) 43.10
Price/Sales (ttm) 1.00
EPS 0.14 to 0.15 to 0.06 to 0.05a Jun00
0.08E for next q
Revs 327.7M to 333.0M to 353.0M to 333.8M to 369.5M Jun00
Chart 10/50/200 and on a move last five days

SGI

Price/Book (mrq) 1.49
Price/Earnings N/A
Price/Sales (ttm) 0.38
EPS (0.37) to (0.01) to (0.03) to (3.27) Jun00
(0.11) is estimated for next q
Rev 828.6M to 585.2M to 648.2M to 563.7M to 534.1M
Chart flatlined since gapped down on horrible earnings

SUNW

Price/Book (mrq) 27.98
Price/Earnings (ttm) 117.47
Price/Sales (ttm) 13.82
EPS 0.33a to 0.21 to 0.26a to 0.39
0.26 est next q
Rev 3514.6M to 3122.0M to 3553.9M to 4004.7M to 5016.6M
Chart 10/50/200 on a tear since June

Hmmmm. Not anything strikes me as a value. Seems like I'd be chasing the better plays.

Jack
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