Cascade Communications (CSCC) Message Board

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Technology Stocks : Cascade Communications (CSCC)

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To: Brian C who wrote (2401)	2/23/1997 2:35:00 PM
From: Amir Shalit	of 3743

Brian, it's really not easy to use a valuation model for an industry that's growing so fast. In the semi equipment it was very easy. You had great companies like Teradyne or Lam Research that traded at book value. You had couple of smaller ones (i.e. EGLS, UTEK) that traded close to cash value. On top of it, the competition wasn't a real factor since the market is very fragmented. If we take CSCC for example, it represents good value on a PE basis relative to growth. Price to sales (6) and price to book (12) are still high but in line with the growth. I wouldn't buy it on it's own but a part of a basket. Amir

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