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Technology Stocks : Silicon Laboratories - SLAB -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (49)10/25/2000 1:34:46 AM
From: DiB  Read Replies (1) | Respond to of 76
 
Jack,

thanks for your notes.

>Expect slowdown in sequential growth rate for next quarter due to sluggishness in PC space
and
>Next quarter is upper single digits

1) Thus the guidance is 9 cents, so that they can come up with 10 cents, right? Do you know the guidance in revenues? IMO it should be around 34-35 mil...

2) Would you agree that for the next year the downside for SLAB is probably mid teens (PE of below 50 with zero q-to-q growth), and the upside is around 45-50 (current PE with 30-35% q-to-q growth)? In order to achieve this they will have to make next three quarters' EPS of 10, 13, and 17 cents. I don't know whether SLAB is able do that...

What do you think of SLAB? Do you have any price targets in mind?

-DiB