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Technology Stocks : Stanford Communications

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To: Cynic 2005 who wrote (38)	10/27/1996 11:35:00 PM
From: Les Shroyer	of 62

Mohan, OK I understand your reference. I think of a company first by size of revenue and market share and then in terms of it's level of profitability. And finally I look at the market cap as a factor to estimate volitility. You mentioned Teltrend. I believe that one of the strongest secular trends over the next decade will be the delivery of bandwidth to consumers. I try to identify companies that can develop a franchise in one of the many broadband technologies and actually make money while they grow. I like Teltrend because they will benefit from ISDN and HDSL and ADSL deployment. At a P/E of 17 for projected 1997 earnings, I think TLTN is still attractive. I see an arms race getting underway between the many service operators deploying the competing technologies of xDSL over copper, HFC cable, DBS, and LMDS/MMDS wireless. In such a situation you do not have to bet on a winning technology. There will be many winners. You just need a diversified portfolio of high quality companies covering the range of technologies. For this reason, I also hold c-cube and some of the MPEG companies. Regards, Les

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