SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SDLI - JDSU transition
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gbh who wrote (971)4/1/2001 6:27:34 PM
From: pat mudge  Read Replies (1) of 3294
 
If they earn .40-.50 this year, with maybe 20% growth next year (understanding with what we now know that even this is on the optimistic side), what would you say they should be worth? The fact that they so recently traded above 100 is just simply irrelevant.


DBAB has them at .58 for FY01(June), so how do you get your numbers? Even if they have EPS flat with Q2 (.18), they'll still beat DBAB's estimate by a country mile. (Q1 at .16 and Q2 at .21.)

As for what I think the stock is worth, it depends on what sort of premium you're willing to give the sector leader. At OFC RHK said they estimate optical transport at 28% CAGR from '00 to '04. The presenter made a point of saying this was a new figure, not one they held earlier. Historically components grow faster than transport, so we have to put the number a bit higher. Then you have to add a premium and that's something Wall Street does with reckless abandon --- on the downside as well as up.

Pat
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News