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.

Microcap & Penny Stocks : American MultiPlexer (AMUT) -- Cheap Now, But for How Long -- Ignore unavailable to you. Want to Upgrade?

To: Douglas V. Fant who wrote (26)	5/22/1998 1:00:00 PM
From: Crossy	Read Replies (1) \| Respond to of 64

Hi Doug, glad to see You here, You must be really busy doing writups for Lone Star Growth investor. One of Your picks MASK I really feel is soundly undervalued. Another (UTEK) may have hit the mother-lode with ISI acquisition. Back to AMUT & telco valuations: There's a discrepancy in visibility in HDSL/xDSL players: When You consider the price to sales ratio, there seem to be 2 groups: Group 1: with Price to Sales Ratio of 3.0 - 5.0 like ADTN, PAIR - I call them "high visibility" plays because everybody knows they have a HDSL,xDSL solution Group 2: with Price to Sales Ratio of 1.0 - 2.0 the low visiblitiy plays like TLTN (Teltrend). They do have SDSL but they are not so followed. Regarding AMUT, well they should have revenues of $45 milliion+ this year. With 28 million shares outstanding, that would mean sales per share of $1.60 this year. However that's from the MUX-6 product alone, so Price to Sales is 1.25, very low for an upstart with new product groups (SDSL) hitting the market. Just a single DigiCOP SDSL contract and a new area of business (let me guess: $400 million revenues) could be opened up.. best wishes CROSSY