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Technology Stocks : Silicom Ltd (SILCF) -- Ignore unavailable to you. Want to Upgrade?

To: CrayUSA who wrote (9)	12/7/1999 11:58:00 PM
From: Stocks_	Read Replies (1) \| Respond to of 120

I agree, we should see some upward movement of SILCF in sympathy with the LNUX ipo this week.

To: CrayUSA who wrote (9)	12/10/1999 12:10:00 AM
From: Return to Sender	Read Replies (2) \| Respond to of 120

Found at the Raging Bull: ragingbull.com A little comparison... In an SEC filing Socket Communications (SCKT) said they considered Silicom a competitor of theirs. Let's compare the 2 companies: Sales: For the past year SILCF is just behind SCKT in sales. Earnings: SCKT still operates at a loss while SILCF is profitable. Cash: SCKT has $1.3 million while SILCF has $6.7 million cash. Shares Outstanding: SCKT has 10.6 million. SCKT has almost 4 million shares outstanding Stock price: Both are about $6 per share. In my opinion SILCF will fare as well, if not better than SCKT in coming months. Plus SILCF already has Linux support for its Home-Networking and Broad-Band Internet Access product line. In the first quarter of 2000 SILCF should have Linux software support. If SILCF had the current SCKT market cap of $60 million+, SILCF would be selling over $15 per share right now. Considering the above I feel that SILCF deserves as high if not a higher market cap than SCKT. Of course, with new contracts and rapidly accellerating revenue/earnings $15 per share could seem like a bargain price in just a few months.