SI
SI
discoversearch

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 : Semtech -- Ignore unavailable to you. Want to Upgrade?


To: Dave Hanson who wrote (623)12/19/1997 2:29:00 AM
From: Todd D. Wiener  Respond to of 886
 
Dave-

I have been so busy that I haven't had a chance to give Cybex a good study. But I did look at its main features. Strong financially, cheap relative to hard assets, lots of cash. Perhaps too much cash, which is why ROE is only 15% or so. Are they expecting to use it? Although their business appears to be good, operating margins aren't really growing. If they suffer a sales shortfall, their earnings will get hit hard. The stock is weak now (join the club!). It might be worth watching, to see whether its business will continue to be strong in the next few quarters.

Todd