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Technology Stocks : Aviat Networks

AVNW 23.29

-3.6%

Nov 6 3:59 PM EST

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To: The Ox who wrote (134)	2/28/2008 9:47:47 AM
From: Rob Preuss	Read Replies (1) of 312

==> The lower valuation appears appropriate at this time, since the company substantially raised the "uncertainty" bar. Yes. It will also make the job of CEO that much more attractive. I doubt this lower valuation is helping the outgoing CEO very much, but it will likely help the new guy. ==> With revenue growth slated at about 10% this year and only 7% next year, they will have to do a lot better at generating net income then they are currently predicting or it will be tough to get excited about holding the stock for the long haul. Yes. I keep hoping that the plunge in the value of the US dollar will help goose the bottom line while superior design/technology helps to goose the top line. STXN (and DMIC before that) always did well in overseas markets and HSTX appears to be no different. Because the US dollar has been falling in value, any sale denominated in a foreign currency should bring in more dollars and those extra dollars should go directly to the bottom line. (Hopefully they don't compete on price.)

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