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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (11728)7/23/2000 5:38:17 AM
From: ms.smartest.person  Read Replies (1) | Respond to of 24042
 
OT: Pat,

Are you or were you a member of AEA (I presume that is American Electronics Association)? How do non-members get into these conferences?

Weren't both of those companies public when you discovered them?

Merry



To: pat mudge who wrote (11728)7/23/2000 8:56:41 AM
From: Kent Rattey  Read Replies (1) | Respond to of 24042
 
<Again, I don't know if this is a good time to buy as I don't know what multiples are acceptable in the semi space.>

I would say the valuations are fairly normal with PSEM vs the industry. The P/S(around 10) is a little out of whack, leaving room for some nice price appreciation.

I'm loading on ATML right now, which is smoking(P/S less than 6):

Atmel Net Income Up 298%; EPS of $0.26 Up 225%


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