Large Bandwidth Information, Companies , OC3, ADSL, WAVE Message Board

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Technology Stocks : Large Bandwidth Information, Companies , OC3, ADSL, WAVE

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To: PashaBear who wrote (1)	2/18/1998 6:51:00 PM
From: Kent C.	Read Replies (2) of 42

Here's what I've got: --------------------------------------------------------------------- AWRE designs, develops and markets telecommunications software, chipsets and modems which increase the speed of data communications over copper telephone lines and coaxial cable. AWRE also develops image compression products. For the nine months ended 9/97, revenues rose 22% to $4.4 million. Net loss totalled $2.7 million vs. income of $352 thousand. Results reflect increased engineering and U.S. government contract revenues, offset by increased research and development expenses. Per-Share Data Book Value (mrq) $1.94 Earnings (ttm) -$0.14 Sales (ttm) $0.30 Cash (mrq) $1.44 Valuation Ratios Price/Book (mrq) 6.69 Price/Earnings N/A Price/Sales (ttm) 42.90 --------------------------------------------------------------------- PAIR provides telecommunications products based on high-speed Digital Subscriber Line technology, which allow high-speed digital service over copper wires. For the nine months ended 9/30/97, total revenues rose 46% to $207.8 million. Net income rose 58% to $34.9 million. Revenues reflect higher unit sales volume of HiGain, Campus and PG-2 products. Net income also reflects lower operating expenses as a percentage of sales due to lower component prices, and efficiencies. Per-Share Data Book Value (mrq) $3.14 Earnings (ttm) $0.64 Sales (ttm) $3.76 Cash (mrq) $2.40 Valuation Ratios Price/Book (mrq) 6.58 Price/Earnings (ttm) 32.58 Price/Sales (ttm) 5.50 --------------------------------------------------------------------- At first glance, looks like PAIR shows better value, but is a PE of 32 justified in this industry? I would like to index all of the companies in this sector and compare PE ratios. If anyone has any companies to add, please post them to this thread! I'm not completely sold on ADSL for private use, and think that (for now) the money is in educational and corporate use. ADSL still has major technical limitations that have yet to be overcome. Customers who live more than four kilometres from the nearest telephone switching office may not be able to take advantage of ADSL technology. That's because ADSL has only enough power to transmit data very quickly through copper wires over a limited distance. From PAIR: PairGain's FALCON is capable of transferring data, voice and video at rates over 8 Mbps downstream and 1 Mbps upstream, all over a single copper telephone line. Current ADSL technology can reach 7 mb/sec downstream, but most real world uses would see speeds of 1 to 4 mb/sec). Cheers, Kent kent@investor1.com

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