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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18816)	3/5/2004 8:35:00 AM
From: David	Read Replies (1) of 78748

Re: ELSE Paul: I posted the message below on the Yahoo board. I am sure you made some of these considerations before purchasing your shares. I have to admit I leaped a bit before I looked, particularly on investigating the qualitative side of AUGT and PPTV. I would appreciate any thoughts you might have. I do believe these diagnostic technologies hold much promise, ala KLA Tencor et al. But I am sure also there are a number of horses in the game. Yahoo message: What do you suppose the is intrinsic worth of AUGT and PPTV? Do you have any quantative or qualtative analysis on these underlying companies? On a quick glance (per yahoo key statistics) both companies sell at a sizeable premium to book (PPTV 2.69X and AUGT 3.67X); neither company is making money, although it looks like analysts expect AUGT to earn 1.02 next year; neither company carries any debt;Price to sales is high for both companies(PPTV 1.98, AUGT a whopping 7.17!); It seems like at todays price you are paying up considerably for future prospects on either of these companies, albiet 1/3 to 1/2 off when purchasing through ELSE. Are either of these companies well established in its field? Do they posess any particular competative advantage at what they do? What does the future hold for AUGT and PPTV? Does anyone know? Is there reasonable promise within their future business prospects to sustain and enhance their current values? Disclosure: After lurking a few weeks I picked up a few shares yesterday at $4.64 before the train leaves the station again -- if it does.

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