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Technology Stocks : ADC Telecommunications

ADCT 4.160

+4.0%

3:59 PM EST

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To: OldAIMGuy who wrote (768)	2/9/2000 3:36:00 AM
From: Johnny Canuck	Read Replies (1) of 1944

Tom, It's funny to think of ADCT as a value play at this level as I have fair value based on current estimates at $65, but given that most other stocks in the sector are grossly overvalued, ADCT might actually be a good position trade. The only good thing is ADCT typically goes quietly about its business. Optical was strong last quarter and NT and LU have already reported strong optical networking demand. Cable telephony should be strong if the TLAB guidance is accurate. Wireless demand should also be strong given LU and NT guidance for the sector. Enterprise network is the only wild card as it was for NT and LU. ALA is also worth a look. Strong position in ADSL. Guidance from ALA, AFCI, and CMTN suggest this is the year the RBOC's will finally bite the bullet to deploy ADSL in the last mile to compete with cable modems. Fair value looks to be about $61. Harry *************************************** *************************************** biz.yahoo.com Monday February 7, 8:32 am Eastern Time Company Press Release SOURCE: WR Hambrecht + Co WR Hambrecht + Co Initiates Coverage of ADC Telecommunications (ADCT) With Market Outperform and Target of $100

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