Tollgrade Communications.....Nasdaq- TLGD Message Board

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Technology Stocks : Tollgrade Communications.....Nasdaq- TLGD

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To: golfaholic who wrote (11)	9/5/1997 1:13:00 PM
From: Tuan Phan	of 79

TLGD was picked up on my undervalue/High growth screening model. After a review of the company fundamentals and outlook, I took position in it (I thought it was cheap at $23/share). As usual, I am sharing my findings with other shareholders on this thread: sales CAGR - 63% (5-yr avg) I projected it to grow about 30% for the next two year. I gave it higher growth rate to its industry since it has a unique product and has the potential for foreign market penetration. Net Income - 14% of sales based on historical performance last acheived for the past six quarters. EPS CAGR - 119% - EPS 1997 and 1998 are estimated from NI/ShareOst (I used 6 M shares) Historical multiples: P/E high - 31 P/E low - 20.5 Current P/E = 22.6 My estimate: 1997E - $1.14/share 1998E - $1.48/share 1997E - $35 high potential and $23 low potential 1998E - $45 high and $30 low potential Consensus: 1997E - $1.11/share 1998E - $1.30/share 1997E - $34 high potential and $23 low potential 1998E - $40 high and $27 low potential Would also like to see what everyone else inputs on this company.

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