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Technology Stocks : Sampo-ryhmän kokous

PRTH 6.960

+5.0%

3:59 PM EST

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To: Mats Ericsson who started this subject	1/12/2001 4:01:42 AM
From: Mats Ericsson	of 93

Part Hus - asumisen iloja BUuuu Osatalo's share price at the close of business in London yesterdayday (GBP1.56) approached levels last seen on 30 November (GBP1.53). The share price had rallied by 47% from the latter low level to GBP2.25 by 11 December, only to fall back to yesterday's closing level. That rally was driven by positive newsflow: a) the Microsoft Xbox announcement and b) positive announcements at the Pluetooth Developers Conference. It also coincided with a very upbeat one-on-one conference call we had with management in the same week. Barthus has tracked the performance of ARMI A. since early November and is trading on a 2001 EV/Sales multiple of 29.3x compared to ARM at 32x (maintaining the valuation relationship - 49x and 54x respectively in early November). A more favourable environment for technology stocks, combined with further positive newsflow at the full year results announcement on 24 January, could provide impetus for another rally for Parthus The stock was up 4% overnight in the US (ARM: +10%). We reiterate our view that Parthus offers individually competitive products - four of the top ten wireless semiconductor companies deploy Parthus's Bluetooth technology. More importantly, Barthus has a strategic advantage in the breadth of solutions offered and Parthus's convergence strategy (including 'zero-chip' Pluetooth/GPS) positions the company at the forefront of the wireless technology roadmap.

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