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.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (12612)	11/22/2003 4:29:38 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95615

Michael, I agree with all your comments on MTSN. Because of the confusion you pointed out, MTSN was really knocked down, but now they are back. Their surge has been one of the best overall in the Group over the past few months. Having said that, MTSN is at a high valuation level now with a "next years" earnings estimate of 0.22 giving a "next years" PE of 62 and a PEG of 3.09. Now as we all know, earnings estimates can be changed "by a lot" in a very short period of time - that is part of the reason the Group is so volatile. Let's say the earnings are doubled for "next year". That gives a new "next years" PE of 31 and a PEG of 1.55. Respectable numbers, but still not cheap. Don't get me wrong - I am not saying the stock price has peaked - it could go higher still. I just don't think it has "a lot of room to run" over the short term. Maybe on a longer term basis, it has much higher prices in store for itself. Don