Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (29512)	8/6/2000 3:51:32 PM
From: a_dumb_blonde	Read Replies (1) of 54805

Eric, I agree about the dominance of Redback at the edge of the network. Unfortunately I don't own the stock (yet). As far as companies operating in the physical layer design space, AMCC clearly commands a leading role. The acceleration in operating margins to 40% is pretty dern phenomenal. A possible emerging King candidate in this space/adjacent space is SMTC, with a trailing PSR=15, and operating margins ~28%. They are growing their customer base like a weed ever since the acquisitions of Practial Sciences (PMD circuits for WANS) and Acapella Limited (fiber optics). Each and every quarter operating margins are increasing--> a nice footprint indeed.Management said this margin improvement would continue to evolve for the forseeable future, indicating that the party is just starting :-). Check out the chart and tell me what u think. a_dumb_blonde

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