WDC PSR is down to 0.38--down from a high of 1.17. It is
becoming somewhat attractive. However, I have read a number
of stories that include the phrase "out of business" within.
Kind of scary--to think WDC is in a position to be
forced under. WDCs, SEGs, and QNTMs COMBINED marketcaps
total $11 Billion. It was not that long ago that SEG was worth
that by itslf. Times a change.
(Sam, here is a current PSR list. Enjoy!)
Market Caps, PSRs
12/4/97 Price Shares Cap TTM PSR
SUNW, Sun Microsystems 40.625 395.099 $16,051 $8,836 1.82
WDC, Western Digital 17.9375 93.96 $1,685 $4,383 0.38
QNTM, Quantum 23.875 167.506 $3,999 $6,040 0.66
SEG, Seagate 22.0625 244.633 $5,397 $8,773 0.62
DELL, Dell Computer 91.5 360 $32,940 $11,002 2.99
CPQ, Compaq 64.125 792 $50,787 $19,720 2.58
GTW, Gateway2000 27.8125 156.231 $4,345 $5,565 0.78
AMAT, Applied Materials 33.25 382.775 $12,727 $4,074 3.12
AOL, America Online 81.875 118.88 $9,733 $1,857 5.24
MSFT,Microsoft 142.625 1333 $190,119 $12,193 15.59
INTC, Intel 76.75 1797 $137,920 $25,003 5.52
MU, Micron 24.9375 210.5 $5,249 $3,515 1.49
ASND, Ascend 26.875 188.36 $5,062 $1,246 4.06
CSCO, Cisco 86.5 704.39 $60,930 $6,874 8.86
COMS, RoboCom 34 341 $11,594 $6,400 1.81
LRCX, Lam Reasch 29.25 37.334 $1,092 $1,073 1.02
KLAC, KLA Tencor 37.625 85.149 $3,204 $1,031 3.11
NVLS, Novellus 36.25 35.276 $1,279 $476 2.69
KLIC, Kullicke Soffa 25.125 23.877 $600 $502 1.20
CYMI, Cymer 18.875 30.329 $572 $172 3.33
TER, Teradyne 33.75 86.944 $2,934 $1,116 2.63
TXN, Texas Instruments 44.5 400 $17,800 $8,501 2.09
TTM = trailing 12 month sales |
