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Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?

To: SirRealist who wrote (19906)	11/10/2000 2:09:40 PM
From: SirRealist	Read Replies (1) \| Respond to of 24256

LMNE wfnet.com: >>Using 6m’00 performance, the fully diluted, pro-forma (excluding acquisition & equity charges) annualized EPS for ’00 is estimated in the $0.03 range. At the preliminary offering prices this suggests a P/E in the 433-500 range. However, we anticipate that the 3Q’00 performance will improve these ratios. << Not a cap but worth noting.

To: SirRealist who wrote (19906)	11/10/2000 2:36:42 PM
From: Jack Hartmann	Respond to of 24256

Kev, Here's what I got. Shares offered (mil.): 12.0 Post-offering shares (mil.): 156.0 Cap is (12+156) x current pirce of 11 = 1.8B Sales for 4Qs through Sep 2000 is 98.2M so Price to sales is 18.3 It has no earnings that are positive Sequential rev growth was 25% Using yesterday data on Price/sales BHKM is 115 CORV is 177 SDLI is 48 AVNX is 53 JDSU is 29 SCMR is 65 STLW is 14, 13% sequential growth using July Q GLW is 8.4, CIEN is 37 NUFO is 22, 54% sequential growth Perhaps, LMNE is lower becuase growth sequentially is not that of its peers. Jack