ANDW Message Board - Msg: 5786970

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Technology Stocks : ANDW

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To: Brian Heath who wrote (711)	9/18/1998 3:09:00 PM
From: jelrod3	Read Replies (2) of 857

ANDW is trading down to 12.62 as I write this. We are at record lows. I can only surmise that another bad quarter is in the offing, and that word has leaked. As things now stand, ANDW is a value play by any measure. Earnings are to be released 10-27-98 per First Call. The consensus estimate is 31 cents for the quarter; 1.17 for fye 98; and 1.31 for fye 99. This translates to a P/E of 10.8 for fye 98 and 9.6 for fye 99. Price to Book is 2.2, and Price to Sales will come out at 1.2 to 1.3. The only thing that can turn this stock around is increased top line growth and earnings. I keep hoping, but I am not hearing anything or seeing anything that indicates an increase in the top line, and indeed, the situation in Latin America is not looking up. The downside appears to be about 9.60 on my pricing models if ANDW turns in another lackluster quarter....and the street seems to be saying that indeed another such quarter is on the way. Regards.

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