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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: - with a K who wrote (18797)	3/2/2004 9:13:08 AM
From: sjemmeri	Read Replies (2) \| Respond to of 78622

FYI, ACS is on briefing.com's new tech relative value idea list: Affiliated Computer Services (ACS 49.39 +1.13): Trading at 1.5x F04 revenue of $4.228B (+11.6% Y/Y) and 1.3x F05 of $4.804B (+13.6% Y/Y); 18.8x F04 EPS of $2.63 and 16.2x F05 $3.04. Anteon International (ANT 30.05 +0.80): Trading at 0.86x C04 revenue of $1.236B (+18.6% Y/Y) and 0.75x C05 of $1.410B (+14.1% Y/Y); 19.9x C04 EPS of $1.51 and 17.1x C05 $1.76. Comtech Telecom Corp (CMTL 29.15 +0.83): Trading at 1.9x F04 revenue of $219.07MM (+25.9% Y/Y) and 1.7x F05 of $236.90 (+8.1% Y/Y); 24.7x F04 EPS of $1.18 and 22.4x F05 $1.30. Harris Corp (HRS 47.87 +0.62): Trading at 1.3x F04 revenue of $2.424 (+15.8% Y/Y) and 1.2x F05 of $2.633B (+8.6% Y/Y); 24.9x F04 EPS of $1.92 and 21.8x F05 $2.20. Komag (KOMG 23.07 +0.23): Trading at 1.1x C04 revenue of $481.14MM (+9.8% Y/Y) and 1.1x C05 of $508.57MM (+5.7% Y/Y); 13.3x C04 EPS of $1.74 and 12.0x C05 $1.93. Lexmark International (LXK 82.82 +0.53): Trading at 2.0x C04 revenue of $5.194B (+19.2% Y/Y) and 1.9x C05 of $5.549B (+6.8% Y/Y); 22.3x C04 EPS of $3.72 and 19.9x C05 $4.17. Raven Industries (RAVN 31.75 +0.11): No ests available. SI International (SINT 22.43 -0.11): Trading at 0.76x C04 revenue of $249.19MM (+48.1% Y/Y) and 0.65x C05 of $290.56MM (+16.6% Y/Y); 19.0x C04 EPS of $1.18 and 15.9x C05 $1.41.