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Technology Stocks : Ezenia! (VSVR)
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To: Carmine Cammarosano who wrote (80)1/12/1997 8:44:00 PM
From: PeterBurgess   of 890
 
Come on, with a trailing pe of ~ 65
it needs a growth rate of greater 65 to keep the pe
at current levels.

50% ,sadly, is less than the pe. Likely to move the price down
in the short term.

$.21 for BOTH the 3rd and 4th quarter can not be considered
earnings growth for a high pe stock. (It's only a few miles
up rt 3 from VSVR to visit CSCC, formerly $90/share)

To maintain a linear EPS trend
1995 q3 (.10) 1995 q4 (14.) (40% sequential growth)
1996 q3 (.21) 1996 q4 (need .29 for 40% sequential growth)
----- -------
105% growth

$.21 misses the mark by a lot, and the pe will contract.

I like everything about the company and the industry except
the $.21 estimate. Would you reprint the Zacks report?
The number does not seem right... They have beefed up sales and
marketting staff world-wide, strenghtened their management team,
and offer a range of leading edge products in an expanding
market.
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