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Technology Stocks : Somera Communications Inc-(SMRA) -- Ignore unavailable to you. Want to Upgrade?

To: charliex who wrote (101)	11/1/2000 12:02:28 PM
From: Jason Flora	Respond to of 110

Such as what? The margin on deinstalled equip can't be beat, and margins on new equip are naturally limited. The potential of future earnings is not factored into this stock currently if you assume the company will meet its growth projections for the next several years (and frankly I belive they will be exceeded esp. as we see intl growth take place). That doesn't mean, of course, that wall st is going to wake up any time soon and embrace the stock - but when they do it is going to be a short, sharp ride to the upside, imo of course.

To: charliex who wrote (101)	11/2/2000 9:46:40 AM
From: Rupert	Read Replies (1) \| Respond to of 110

charliex> RE "the potential of future earnings already factored into the current valuation." I don't think that even current earnings are built into the current valuation. IMHO, it's only the confusion between the name and stock symbol of Somera (SMRA) and that of Scandinavian telecom company Sonera (SNRA) that's keeping us down. How else can you explain the Mystery Of Somera's Low Stock Price? Maybe acquisitions will help get the story out: quicken.excite.com Watch them start buying up their privately held competitors. I'm expecting international growth to be strong too. Why? A lot of telecom equipment that is decommissioned in the US and Europe could presumably be sold to companies in developing nations.