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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (1339)	1/3/2001 10:55:30 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 1944

Paul, In the last conference call ADCT management mentioned the strong pipeline of new products that will be coming out this year. The estimate was that it would be worth 330 million in revenues once the products were fully ramped. The last 2 Q they have been growing EPS at over 50 percent year over year. I don't think it is sustainable, but it currently trades at a trailing P/E of 13.83 according to Yahoo and the industry is conservative indicated to grow at between 20 to 30 percent a year. Much of the early build out in wireless and land line backbone may or may not be built out yet, but I have yet to see an analyst predict no to negative growth rates yet. Foreign growth like China will be a big growth region even if the US is flat to down as indicated by the FDRY pre-announcement conference call. ADCT sells across a variety of sectors from wireless to switching software for old style voice switches to optical components for D-WDM. They lead in not industry segment, but the management has consistent be able to thrive in a tough pricing environment. They are like the Walmart of the telecom world.

To: Paul Shread who wrote (1339)	1/3/2001 2:52:57 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 1944

Hi Paul, Luckily I wasn't snoozing this AM and bought quite a bit more ADCT at $16-9/16. When I went back to look at the trade confirmation, it had blown past $18-1/2. Then I read about Mr. Greenspan's happy news. Man, can this market ever move money in a hurry! Best regards, Tom

To: Paul Shread who wrote (1339)	1/3/2001 4:20:11 PM
From: Jay Mowery	Read Replies (1) \| Respond to of 1944

Paul,Tom & All, Just got in and looked at the overall market. Then ADCT!! Hey I don't have a stomach anymore for some strange reason!!! Nice day! Glad ya'll are here! YBJay

To: Paul Shread who wrote (1339)	1/3/2001 6:44:22 PM
From: Rainmaker	Read Replies (1) \| Respond to of 1944

Paul, there are many L-T ADCT holders here. This is a solid company with a VERY nice product profile/mix. They have everything from optics to cable to DSL to wireless. More importantly, they are global, selling about 30% or more oversees. Nice penetration. Only other company with a similar product/client mix are: NT, ALA, and ERICY (sans cellular group that's hurting them). But note that those listed are NOT US-based companies. FWIW, it's my firm belief that they will be a dominant force, taking over LU where they stumbled. Good luck.