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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: Doppler who wrote (28079)4/13/2000 11:53:00 PM
From: John Pitera  Read Replies (1) of 63513
 
I have a forward PE of 154 for RNWK and they are selling
at less than 18 times 2001 revs.

Not cheap, but AMAT was at 11-- 18 months ago with a PE of
1000. they are now at 90.

AMAT has a 1 year earnings growth rate of 629% and a forward PE of 30 and the stock has gone up 8 fold, even
after the current sell-off.

I know this situation very well, as I was watching the Mythsters buy poots on AMAT and I bought a few myself.

RNWK's at this price could well have a pe of 30 in 18- 24 months.

2.4 billion for a dominant leader in an explosive mkt.

I'm following ARBA very, very closely, at this price it will
have a PE of 40 in 30 months and a price to sales of 20.

AMAT is a good example of a company where the numbers change
pretty quickly and it's a much more mature company
than arba or RNWK.


RFMD is another great example, I bought puts in Nov of 1998
when they were at split adjusted price of 5, and they had
a P/E of over 1000. I know I was there.

now RFMD is up 20 fold and the forward pe is 123. the
trailing pe is 173.

RFMD has a 1 Year earnings growth rate of 522%

RFMD looks very pricy and maybe it gets cut in half from
here but it's still up 10 fold and has taken it's PE from
1000 to a forward of 60.
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