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Non-Tech : Invest / LTD

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To: SJS who wrote (14113)12/6/2000 10:03:13 AM
From: The Ox  Read Replies (1) of 14427
 
Steve (or anyone),
Take a look at ENTG and please tell the thread what you think. I've gone over the year end report and the SEC filing and I think it's got long term potential. The IPO seems to make the numbers look worse than they should be, IMO because of the conversion of redeemable stock to common. This made bottom line earnings of 6 cents in 2000 vs (2.50) in 1999.

Small cap with only $340MM in sales so it's not a stock for everyone. The chart looks like crap but so do a lot of charts these days. Pro forma earnings for 2000 were 0.77 and current guidance is for 20% revenue growth in 2001 and I've seen eps estimates for 2001 in the mid 90 cent range.

I'm curious if anyone thinks this is worth a little change on a long term speculative play. Low volume would suggest this is not one to trade but to play the long side and buy under $7/share.

TIA,
MH
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