Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : HIDDEN VALUE STOCKS -- Ignore unavailable to you. Want to Upgrade?

To: Herc who wrote (23)	1/6/2001 5:07:56 PM
From: Herc	Respond to of 47

The chart from today's Barron's. <<Technology On The Cheap These depressed technology companies have solid balance sheets with ample cash and investments. In some cases, like 3Com, Apple Computer, Viant and Sonicblue, the cash and investments are especially high relative to the stock prices. Some pros are betting that these stocks do well over the next year. Company Price 1/4/01 52-wk High 52-wk Low Calendar earnings 2000* Calendar Earnings 2001* Calendar P/E2001* Mkt Cap (mil) 1/4/01 Book Value Net Cash Per Share Cash as % of Stock Price 3Com 9.25 22 6 $-0.42 $-0.10 NM $3,238 $10.60 $8.73 94% Comments: Sits on cash, investments nearly equal to stock price. Adaptec 12.13 64 8 1.51 1.62 7.5 1,198 7.58 3.31 27 Comments: Storage company has low P/E, strong balance sheet. Apple Computer 17.06 76 13 0.55 0.67 25.6 5,545 11.37 12.50 73 Comments: PC maker ailing, but boasts large cash cushion. Bmc Software 22.31 87 13 0.97 0.97 23.0 5,478 7.43 3.58 16 Comments: Stock surged last week after positive profit surprise. Cabletron Systems 15.94 53 11 0.18 0.41 38.5 2,937 6.00 4.90 31 Comments: Maligned networking firm could benefit from breakup. Doubleclick 11.50 136 8 -0.13 0.12 98.3 1,413 7.63 5.28 46 Comments: Internet ad agency has lots of cash. Can it earn much? Electronics for Imaging 16.50 70 11 1.29 0.79 20.9 926 10.27 8.20 50 Comments: Hurt by printer, copier woes, but has big cash hoard. Maxtor 6.38 15 5 0.23 0.42 15.1 723 - 3.50* 55 Comments: Disk-drive maker will be cash rich after Quantum merger. Nat'l Semiconductor 25.31 86 17 2.51 1.52 16.7 4,521 9.60 4.72 19 Comments: Despite rally last week, stock where it was in 1996. Novell 5.56 45 4 0.07 0.32 17.0 1,826 3.80 3.34 60 Comments: Cash, investments make up over half its market value. Sonicblue 4.53 25 3 -1.41 0.09 50.3 419 8.70 5.00 110 Comments: Stake in Taiwanese chip maker UMC equal to stock price. Viant 3.81 61 2 0.05 0.02 NM 185 4.41 4.04 106 Comments: Cash equals market value. But can it make money? Based on projected profits. Includes equity investments **After Quantum merger>>