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Technology Stocks : Wonderware (WNDR)

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To: Joey Rodems who wrote (879)1/8/1998 10:35:00 AM
From: Bobo  Read Replies (1) of 954
 
I wonder why WNDR is staying so flat going into earnings season:

- a friend of mine at a large distributor said that business was booming in Q4 and that there was no press for orders at the end of Q (good sign)
- WNDR currently trades at a P/E of 17 on conservative 98 EPS estimates and twice its book; seems cheap to me for 25% top line growth and much higher bottom line growth over the next 2 years
- FS momentum is likely to continue with the intro of FS2000 this Q
- WNDR has little exposure to Asia

Maybe I am missing something. Hmm.
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