ADTRAN !?! Message Board

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Technology Stocks : ADTRAN !?!

ADTN 9.190

-3.2%

2:09 PM EST

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To: Bosco who wrote (265)	4/8/1997 4:44:00 PM
From: Crossy	of 766

Bosco, thanx for Your posting. This is a guideline for GROWTH stocks: current PE = revenue growth OR earnings growth (You have to pick. I normally weigh my number as half of each rates: (Sales growth + earnings growth rates) / 2). Trailing or forward pe ? I normally use forward PE of the CURRENT year (1997) (for this calculation only !). In this way ADTN is at PE 26 right now, imagine if PE40 could show up and if earnings picked up steam next quarter ! AMD will generate real surpises IMO the quarter 97/06. AMD stated that there will be "hundred thousandS" of K6 chips this quarter. This would qualify as abundant supply for initial first tier OEM delivery. Also the K5-166 should still be around. What is more I hope they will spin off (or better split off) VANTIS anytime soon. Could be a tremendous opportunity. I personally see this stock above $50 shortly. According to Dataquest clone x86 CPU's will be the business of the year. In doing good they will help OEM's to keep Intel in check. As a hardware consultant and CYRX/AMD shareholder I really can like this. BTW, I hope You have loaded up on CYRX, because today this stock climbed by 7% back into the 20s range. Greetings & happy investing Crossy

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