also long KLIC LRCX
watching TLAB for option calls
TLAB earning estimates for 2000 of $1.66 and 2001 of $2.17 look very strong compared to their competition, LU ALA, NT
TLAB 2000 earnings of $1.66 and 2001 earnings of $2.17 2001 PE = 25.3
LU 2000 earnings of $1.16 and 2001 earnings of $1.39 2001 PE = 30.0
NT 2000 earnings of $0.72 and 2001 earnings of $0.97 2001 PE = 79.3
ALA 2000 earnings of $1.33 and 2001 earnings of $1.86 2001 PE = 43.5
ANTC is one to watch for next generation telecom equipment ANTC has a MKT CAP of 1.17M trading near 52 week low of $29.13.
ANTC 2000 earnings of $1.15 and 2001 earnings of $1.38 2001 PE = 22.32
on 8/28/00 ANTC purchased $25 M in optical routing equipment from Lightchip a private holding of LDP London Pacific. Lightchip spun out from Lighytpath Technologies LPTH (priced @ 235 x sales) is a supplier of "next" generation optical WDM Walelength Division Mulitplexing equipment. The WDM industry has a projected 10 year growth rate of 12,000%
brief message from me on the LDP thread, about Lightchip and ANTC. LDP is a major investor in Lightchip which is expected to IPO in early 2001
Lightchip (LDP investment)spun out from Lightpath Technologies LPTH. see article go.com.
Lightchip's business is Wavelength Division Multiplexing WDM.
August 28, 2000 Wins $25 Million ANTEC Contract, symbol ANTC, see article
go.com.
Lightpath LPTH trades @ 235 x sales LPTH has $4.56M in sales with a Market cap of $1.05B and
Lightchip has <$25M in sales...hum....
from article "LightChip, business is Wavelength Divison Multiplexing (WDM) WDM technology was $100 million in 1995; it is projected to reach $12 billion by 2005, according to industry research."
(WDM - 12,000% growth projected in ten years, go figure the PEG ratio ;) |
