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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (27215)	11/26/2001 12:22:18 AM
From: JoeinIowa	Respond to of 29382

OPTN and GTIV. I've looked at both companies fairly close. They both have earnings that are going in the right direction. From a pure revenue/earnings growth perspective I would give the nod to OPTN. They have been growing both at a 40-50% clip and see revenue and earnings growing 35% in 2002. I also like OPTN for the smaller float but higher volume per day. This will keep the stock price active. the problem being that both are already approaching a PE of 20. Sergio is right when he says they both have had analyst coverage initiated in the last month. Is this enough to allow their PEs to go up into the 25-30 range? This sector has seen a lot of upward movement so far this year. How much is left in it is hard to guess.