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Technology Stocks : HS - CHS Electronics -- Ignore unavailable to you. Want to Upgrade?

To: ArnieC who wrote (271)	11/28/1997 10:01:00 AM
From: PMylnar	Read Replies (2) \| Respond to of 1494

CHSE. Can anyone explain to me why CHSE is trading at 14.5X CY97 EPS ($1.30/s) and 11.2X CY98 EPS($1.70/s) for 30%+ YTY EPS growth? Ingram Micro(IM) and Tech Data are growing at a slower rates and trading at a much higher multiples= $31/s, 22X$1.35/s CY97, 19X$1.65/s CY98 for 22% EPS growth. TECH Data trades at 21X 97EP and 17X98 EPS and is growing at 20.5% YTY. Yes, CHSE has international exposure but TECD has begun to mimick CHSE's international expansion strategy. What am I missing? It looks to me as if CHSE should be trading $30-35/s!!!