ATML's future Message Board

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Technology Stocks : ATML's future

ATML 8.140

0.0%

Apr 12 5:00 PM EST

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To: Chris who wrote (177)	5/2/1997 5:24:00 PM
From: Dana Breite	of 195

Hi, Chris - At least ATML closed up, though all of my other stocks are doing much better. Off Subject: I am especially happy with CS, EMC, PMTC, and INVX. I am also doing well with INTC and HWP, and SUNW is showing signs of life. (My other stocks are not tech.) That was a good buy you made last week on CPQ. About Netscape: I heard a very positive recommendation on CNBC today for NSCP. This portfolio manager felt that the new e-mail and groupware products coming out will really boost earnings. The troubling thing for me is that right now NSCP has a P/E ratio of 95, and its long-term projected growth rate (45%, according to First Call) is only half that. The P/E ratio on '97 projected EPS ($.53) is 53.5, and on '98 EPS estimates ($.79) it's 35.9. Tough call. Go Naz! - Dana

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