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Non-Tech : Invest / LTD

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To: SJS who wrote (11630)	1/24/2000 9:12:00 PM
From: The Ox	Read Replies (3) of 14427

Perception vs. Reality. According to Zacks (via AOL) VTSS FY00 eps estimate: 66 FY01 eps estimate: 95 AMCC FY00 eps estimate: 67 FY01 eps estimate: 98 Current P/E VTSS: 103 AMCC: 273 Forward FY01 P/E VTSS: 50 AMCC: 150 I find it a bit amazing that AMCC should command more than 2.5 times the P/E that VTSS has. VTSS is out of favor right now, there's no doubt about it. I guess I question where the market stands on this particular feud. I'm as high on AMCC, as a company, as I am on just about any of the ones I follow but I think there is a serious problem with these valuations. I simply do not agree that AMCC is 2.5 times the company that VTSS is. I can justify, slightly, the P/E that VTSS commands but I can't do the same for AMCC at this stage. I will be shocked if AMCC can grow at double VTSS' growth rate over the next 16-18 months. This is not a pitch to buy VTSS.

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