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Technology Stocks : Emulex, What Prospects? -- Ignore unavailable to you. Want to Upgrade?

To: pass pass who wrote (776)	2/12/2001 1:47:50 PM
From: David Howe	Read Replies (1) \| Respond to of 788

EMLX has been growing faster than JNIC so it deserves a higher PE. EMLX has grown very rapidly for several years now. IMO, $40 today is too deep a discount to what it just traded at last week. A rebound to $50 seems likely. From that point on, it will depend on further guidance from the company and it will depend on the Nasdaq. Short term, it looks like a good trade to buy now and sell on the bounce. I'm going to take a stab at it. Dave

To: pass pass who wrote (776)	2/13/2001 2:07:54 AM
From: molemania	Respond to of 788

If EMLX issued this warning after the market closed on Friday, why did most folks become aware of the info Monday morning? I probably missed something.

To: pass pass who wrote (776)	3/17/2001 3:08:25 PM
From: E. Davies	Read Replies (1) \| Respond to of 788

I'll buy it if/when it settles at 20s, which has a forward PE of about 20 Here we are @24. Interested? Based on estimates (which are just estimates) forward PE is in the low-mid 20's and growth rate is around the same. I was drawn to this stock on Friday because of the way it refused to sell in an ugly market. I've traded it often- always knowing it was absurdly priced just like everything else. Now I'm trying to evaluate it as a long term buy based on the fundamentals. They seem fairly solid however I dont really know that much about EMLX as a company and the long term prospects of it's business. Any feedback much appreciated. Eric