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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: TWICK who wrote (89118)	3/19/2000 8:20:00 AM
From: Manfred	Read Replies (1) \| Respond to of 120523

PDEX - don't know and don't care about their website. Read this and do ur maths: "Pro-Dex's OMS Division (Nasdaq: PDEX - news) increased sales 397% in Q2 and has a current annual revenue run rate of $10MM. NTB's analyst Michael Shonstrom notes that suppliers to the semi-conductor equipment manufactures like Advanced Energy Devices (Nasdaq: AEIS - news) sell at market capitalizations of 10x current revenues. Pro-Dex's total market capitalization is only $30MM or 3x the sales of its OMS Division alone. Importantly, OMS's motion control circuit board technology is used by a number of equipment makers including Applied Materials (Nasdaq: AMAT - news) and the company has developed proto- types of compact PCI technology for next generation equipment. Additionally, OMS has expanded its distribution into a number of new industry channels with PC104-based systems using Wagner Electric servo-motors and controllers and mini-PCI card-based boards. With the turnaround in its dental business now going on, NTB expects Q3 EPS of $0.04 versus a loss of ($0.08) and $0.20 estimated for FY 00. On its own, OMS should be valued at 4.0 run rate revenues with balance of the company valued at 1.0x sales. This results in a market value of $57MM and a target price of $6. With a return to profitability, NTB has raised its rating to a BUY." This one is totally undervalued imho Manfred