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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?


To: Tom Hua who wrote (8516)4/23/2001 7:17:58 PM
From: SunSunM  Respond to of 19633
 
Hi Tom,

Did some simple research about ONIS, comparing p/s with the other two competitors

price/sales
ONIS 47.43
SCMR 6.52
CIEN 19

according to the statement by the chairman on 4/17 for the next two quarters revenues projection, (taking the average of the range)

Last Q next Q next next Q
45MM 50MM 65MM
+50% +11% +30% Q over Q increase

So the average increase in revenue is only 20% Q over Q for the next two Q's. Don't know whether the projection takes into account of the slowing of the economies. Tried to call to the CFO of ONIS about this, but no answer yet. If ONIS has the same p/s as that of SCMR, it would be $5. Does anyone know how do ONIS and SCMR product compare, and who has advantage over the other.

Regards,

KC.