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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: lindelgs who wrote (8861)10/19/2000 9:46:35 PM
From: Voltaire  Read Replies (1) | Respond to of 65232
 
Can't believe you got your fill. Boy!

V



To: lindelgs who wrote (8861)10/19/2000 9:48:59 PM
From: D. Swiss  Read Replies (1) | Respond to of 65232
 
legs, you will be very happy. It was hard to find any negatives. Net income up 342%, cash eps a multiple of eps, the new deal with Siemans to buy $1.5 billion in chips from ATML over four years (with ATML buying a fab plant from them and a share buyback program. The stock has a PEG ratio under .5 with most anal-ysts targets in the $30-45 range (currently at 14+). I suspect we will see a number of estimates raised related to the Sieman's deal alone (only Robby Stevens had publicly raised its estimates thus far).

Most money managers go in big when they see estimates raised. They use that as a primary indicator of accelerating growth. Best of luck to you my friend.

:o)

Drew