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Technology Stocks : Adaptec (ADPT)

ADPT 14.13

-2.6%

Nov 13 3:59 PM EST

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To: Mark who wrote (2090)	5/10/1998 1:59:00 PM
From: Paul Moerman	Read Replies (3) of 5944

Let me cite some numbers that to me say ADPT is a compelling buy, just for balance. <g> All the following are from a Market Guide ProVestor Plus Report that I downloaded a short time back (April 27, 1998). I like to look at how a given company compares to industry averages, and I was quite impressed with such figures as follow: ADPT Industry Avg Revenue (TTM) vs TTM last year 23.6% 14.9% Current ratio 5.4 3.4 Return on assets (TTM) 18.8% 4.5% Return on assets (5 yr avg) 19.4% 8.3% Return on investment (5 yr avg) 22.6% 11.9% Return on equity (5 yr avg) 24.1% 13.3% Gross margin (TTM) 61.2% 43.6% Profit margin (TTM) 19.2% 3.1% Profit margin (5 yr avg) 15.8% 4.8% I also was attracted to the $20 price level, as that is near a historically bottom price/TTM Earnings (approx 13) and also near a low price/TTM sales level (approx 2.5, compared to a norm for the last 4 years of 4 or higher. On a risk-reward basis, I reach almost the opposite conclusion from studying the ProVestor material than what I read on your post! I'll be interested on your thoughts of the industry comparisons. Maybe I shouldn't be putting so much weight on them? best, Paul

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