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Technology Stocks : Vitesse Semiconductor
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To: The Ox who wrote (1858)10/13/1998 2:37:00 PM
From: MoonBrother  Read Replies (1) of 4710
 
Just compared BRCM and VTSS. Surprised by the huge difference in valuation of the two stocks. The two are basically the same on the earning side. BRCM earns 17c this qtr, and VTSS will earn 20c. BRCM's EPS for next year is 83c, the same as VTSS'. The projected earning growth rate for BRCM is 35%, while VTSS is 40%. But BRCM is trading at $70 range, while VTSS is only at $20! What a bargain for VTSS!!! They say that in the long run, Wall Street always even-out a stock's valuation. Let's say the two eveantually meet at the mid-point around $45, which will give VTSS a 120% gain! But BRCM will drop 40%.

Let's hope the definition of "eventually" is within 6 months.

Good luck!

MB
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