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Strategies & Market Trends : APMP (formerly APM)

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To: Rudy who wrote (9003)12/2/1997 4:01:00 AM
From: Rudy  Read Replies (4) of 13456
 
Growth comparisons - 10 stocks:

Based on Baseline estimates:

This Year Next Year LT Growth PEG (calculated)

MSFT 3.25 3.95 25 1.77
DS 2.17 2.63 18 1.31
CPQ 2.67 3.40 20 1.24
SMTC 1.95 2.42 25 1.03
ORBKF 2.47 2.88 22 .86
WDC 1.66 2.43 20 .64
MCAF 1.73 2.43 49 !!? .61
COMS 2.08 2.69 30 .61
CREAF 2.60 2.84 18 .51
APM 2.58 3.41 25 .28

Now you decide, is APM:

a) grossly undervalued?
b) widely expected to go down the drain?
c) severely depressed?
d) None of the above. (If so what?)

From the list, I like CPQ and COMS most. As far as products,
marketing etc. is concerned CPQ and MCAF are the best. APM, WDC,
CREAF, SMTC may/did turn into commodity companies. ORBKF is very
creative and a leader in its industry. DS just another semicond.
company with good chart. MSFT as you all can see is grossly
overvalued. However the chart looks bullish now.

Good enough. Just a little study. Comments?
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