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Technology Stocks : Synopsys (SNPS) Steady long term growth -- Ignore unavailable to you. Want to Upgrade?


To: KevRupert who wrote (174)3/17/2000 1:08:00 PM
From: tech101  Read Replies (1) | Respond to of 227
 
Money Does Come From Sky (SNPS)from time to time.

by: gzkom 3/17/00 11:58 am
Msg: 11997 of 11999

After I called "the money from sky" a couple of weeks ago, SNPS stayed in the range of 38-43 for about a week, and the money finally came from the sky.

SNPS is the crown jewel when the chip industry is transfering from 8 inch wafer to 12 inch with growing complexity and minisizing procedures for packaging/testing.

AMKR's (another crown jewel for the chip industry) drop in the past three days was also money from the sky.

Any different opinions?

messages.yahoo.com



To: KevRupert who wrote (174)4/18/2000 4:04:00 AM
From: Alfredo Nova  Read Replies (1) | Respond to of 227
 
Advalorem,
I have been following SNPS based on reports from First Boston (excellent analyst Desai, who has a target of 75), Merrill Lynch, who placed a neutral rating, but with great numbers for next yr eps, and Goldman Sachs, whose analyst Laura Conigliaro also thinks SNPS should be 75.
After I bought it, it went to 52, but I have not sold it. Looking at all numbers (revenues and eps) from S&P report, it looks to me that this is a great, very profitable company, with high margin and ROE, hot industry (semi software) high growth of revenues and that at some pint it will again command a PE of 50, as it has done in the past, which for eps of 3.17 mean 150.
Good luck,
Alfredo



To: KevRupert who wrote (174)8/5/2000 9:35:49 PM
From: Alfredo Nova  Read Replies (1) | Respond to of 227
 
ad,
I just sent you a message on LU, sorry could not answer previous messages for a long time, I still like very much SNPS and sold quite a bit in high 40s but I kept some,
good luck
Alfredo