Brush Engineered Materials Message Board

STOCKTALK

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.

Non-Tech : Brush Engineered Materials

BW 3.410

+3.5%

1:12 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Douglas V. Fant who wrote (13)	1/24/2002 12:02:40 PM
From: Robert Douglas	Read Replies (1) of 17

Here's a couple of good posts on Brush's Williams division that I copied from Yahoo! DVD Sales by: snowshoeson Long-Term Sentiment: Strong Buy 01/14/02 04:13 pm Msg: 280 of 298 According to Adams Media Research - quoted in Business Week, Jan. 21, 2002, page 8 - DVD sales will increase 33% to $9 billion in 2002. By the end of the year, U.S. household DVD penetration will be only 34% so that growth will continue. This is an excellent market for BW's Williams Division whose PVD products are used in making DVDs. In 2000 WAM was almost 25% of BW's sales. Followup on WAM by: snowshoeson Long-Term Sentiment: Strong Buy 01/24/02 11:57 am Msg: 298 of 298 I notice in the press release that Williams Advanced Materials reported sales that were flat for the year, while most of BW's business was down sharply. If you recall my post on DVD sales and the rapid growth there, it sheds some light on why WAM did so well. The press release also says that Williams had record profits. So think about what a fast grower like Williams would be worth as a stand-alone company. (Not that I want that, mind you). WAM has gone from $77 million in sales three years ago to $135 today. I could easily see a fast growing company like that with markets in high-tech areas commanding a multiple of 2 times sales. That would be worth $16 a share for each BW share outstanding. See how cheap this stock is?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next