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 : PairGain Technologies

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Chuzzlewit who wrote (5440)6/27/1997 9:57:00 PM
From: Alfredo Nova   of 36349
 
Paul, I was looking at the valuations in this industry. If you go
to the SI group, which includes Westell, Tellabs, Amati etc
the price sales ratio is either astronomical (Amati 10) or most
companies are loosing money.
Adtran is similarly overvalued and the only other solid performer
beside PAIR has been Tellabs, however still with huge ps ratio.
So, with a 70% market share and stable earnings (hopefully) and
a decent pe ratio, we should be ok.
I wonder what the short interest is and if we will see a similar
scenario to USRX, which touched 40 just before reporting record
earnings.
ciao Alfredo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext