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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Connor26 who wrote (118352)12/7/2000 11:41:28 AM
From: Lane Hall-Witt  Read Replies (2) of 120523
 
Connor26 -- NTRS, ADBE: I sure did notice NTRS -- still hitting all-time highs. Split on schedule at 100? Nice dividend announcement recently! <GG>

I'm lukewarm on ADBE. It's obviously a great company: well managed, excellent products, top-rated in its space. But it's richly valued (P/E over 60), especially if its growth rate and margins are decreasing. MACR is growing at a much faster rate, with a comparable P/E. But it suffers from the perception that it's a Number Two player, behind ADBE. I've long liked the fact that MACR is trying hard to leverage its massive base of registered Shockwave users, but that Number Two tag will be hard to overcome psychologically.

There's a macro issue that makes me wary of the graphic-arts space: reports that the advertising industry is experiencing some sluggishness. Any substantial decline in advertising should affect ADBE and MACR negatively. This could create a tide that would be hard for ADBE and MACR to swim against.
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