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Technology Stocks : My favorite stock for the next 12 months
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To: Jim Furley who wrote ()4/7/2000 2:55:00 PM
From: tjz00  Read Replies (2) of 246
 
Don't miss this high growth company, PHTN
I think PHTN is a babe throw out with the bath water during the recent market down turn. This is not your "lose $1 for
every $5 sales" internet joint. This company is a clear leader in testing and repair equipment for FPD industry (flat panel display). I don't have to tell you FPD is taking off these days, from the laptops
going into desktops and TV sets, not to mentionall the hand holds. The projected growth curve is very steep. PHTN is on a 50% growth rate on revenue, and since this is a
high margin capital equipment business, the earning growth rate will be even higher. This year (end sept), PHTN is estimated to earn $1.1 and next year's estimate is way too conservative at $1.4.
I think at current price of low 60s, it is a good opportunity to jump in to get a quick 20 point gain, and if you want, hold for long term growth. The reasons are:
1. dominant player in a high growth industry which is taking off.
2. attractive valuation due to recent correction.
3. very good trend in revenue, earning, and backlog growth in recent quaters.
4. right market condition. After recent blood bath in NASDAQ, investors seem to favor companies actually make some money. In the coming reporting season, PHTN will get a nice lift for its earning visibility. It is likely to be another blow out quater in yr-to-yr comparison.
5. this is a small niche company which makes a good take over target
for those semi equip giants such as KLAC or AMAT.
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