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Technology Stocks : Somera Communications Inc-(SMRA)

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To: charliex who wrote (101)11/1/2000 12:02:28 PM
From: Jason Flora   of 110
 
Such as what? The margin on deinstalled equip can't be beat, and margins on new equip are naturally limited. The potential of future earnings is not factored into this stock currently if you assume the company will meet its growth projections for the next several years (and frankly I belive they will be exceeded esp. as we see intl growth take place). That doesn't mean, of course, that wall st is going to wake up any time soon and embrace the stock - but when they do it is going to be a short, sharp ride to the upside, imo of course.
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