Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (74789)	12/9/1999 11:01:00 AM
From: kendall harmon	of 120523

TLCM here are Prudential comments <<AM Prudential Securities TLCM H.MOSESMANN TLCM: INITIATING COVERAGE WITH A STRONG BUY RATING AND A $22 PRICE TARGET TLCM: INITIATING COVERAGE WITH A STRONG BUY RATING AND A $22 PRICE TARGET R E S E A R C H N O T E S December 9, 1999 Subject: TelCom Semiconductor (TLCM-$10 1/4)--OTC OPINION ========== Current: Strong Buy Analysts: Hans C. Mosesmann (650)320-1631 Prior: None Traci Tsuchiguchi (650)320-1639 RISK: High 12-Month Target Price: $22 ======================================================================= Ind. Div.: - Yield: - Shares: 14.68 mil. 52-Wk.Range: 14-3 _______________________________________________________________________ EPS FY Year P/E 1Q 2Q 3Q 4Q Actual 12/98 $ 0.21A 48.8X $ 0.12A $ 0.05A $ 0.02A $ 0.02A Current 12/99 $ 0.44E 23.3X $ 0.05A $ 0.10A $ 0.14A $ 0.15E Current 12/00 $ 0.66E 15.5X $ 0.15E $ 0.16E $ 0.17E $ 0.18E Current 12/01 $ 0.84E 12.2X $ 0.19E $ 0.20E $ 0.22E $ 0.23E Note: Fully-diluted EPS from continuing operations. ======================================================================= -We Are Initiating Coverage of TelCom Semiconductor With A Strong Buy Rating And A $22 12-Month Price Target. TelCom is a transition story that we believe is significantly undervalued at current levels and presents an excellent opportunity for investors to gain exposure to the wireless end market at a discount. -We Believe TelCom Is Well Positioned With Its Three-Pronged Strategy And Should Fully Participate In This Semiconductor "Up Cycle." The Company's 50%+ exposure to the wireless communications market, its steadily growing analog business, as well as its strategic partnerships should drive strong, consistent revenue growth coupled with improving margins. The Company has transitioned from a "fabbed" to a "fabless" business model and can now utilize leading edge technologies. -We Believe The Company's Core Analog Business Is Strong and that the Company is paving new inroads into potential OEM customers through its alliances with Silicon Aquarius and ON Semiconductor.>>

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