Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (6034)	9/16/1999 9:38:00 PM
From: Just_Observing	Read Replies (3) \| Respond to of 7342

Here are some ratios for CSCO, LU & TLAB (from Merrill Lynch) CSCO PE 1998, 1999, 2000 = 107,85,66 CSCO Projected Growth Rate = 30%, Year 2000 starts July 1999 LU PE 1998, 1999, 2000 = 71,55,42 LU Projected Growth Rate = 20%, Year 2000 starts Oct 1999 TLAB PE 1998, 1999, 2000 = 59,43,33 TLAB Projected Growth Rate = 30%, Year 2000 starts Jan 2000 It is clear that TLAB is trading at a huge discount to both CSCO and LU (note the lower growth rate for LU). If TLAB had the same multiple as CSCO, it would be 80% to 90% higher. A similar result is obtained from LU comparisons if one figures in the lower growth rate. So why is TLAB trading at such big discounts? Perhaps, size does matter.