Netrix Corp. (NTRX) Message Board

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Microcap & Penny Stocks : Netrix Corp. (NTRX)

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To: RikRichter who wrote (73)	12/27/1999 9:57:00 PM
From: Vincent Vega	Read Replies (1) of 162

Just finished digesting the KBro report on NTRX, and I am very impressed. The report was written by a KBro CFA named Vik Grover. It is well-written, informative, and extremely bullish on NTRX. Here are the numerical highlights: FY00 Rev 81.7 mm, EPS 22 cents FY01 Rev 155.7 mm, EPS 87 cents Using these estimates, I believe NTRX should be trading at 30x one-year forward EPS. Discounting the 2001 estimate at 20% gives a per share price of 30*0.87/1.20 = 21.75. This suggests that NTRX is undervalued on a fundamental basis. The report stresses how undervalued NTRX is relative to CLRN, which is currently worth $1.94 billion. Grover's new target is $34 a share, which will still be only about half of Clarent's valuation, despite the fact that the two companies' revenue estimates are comparable. I foresee a great year for NTRX in 2000. Regards, VV You can download the full report for free at kbroresearch.com by selecting the free trial period.

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