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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (13614)	9/10/1998 9:10:00 PM
From: drsvelte	Respond to of 18691

RE BRCM Plus the internuts were running hard at the close today, eg, AMZN, LCOS, XCIT were well off lows and closed at/near highs. I would be wary.

To: craig crawford who wrote (13614)	9/10/1998 9:16:00 PM
From: David Penfield	Read Replies (1) \| Respond to of 18691

craig - Nice analysis of BRCM. BRCM makes specialized semiconductor chips that are used in lots of networking products. They have real products, real customers, real profits, and real growth as you point out. They may be overvalued now, but could easily stay that way for a long time. BRCM is not a scam or a broken stock. I would not even put it in the same class as the Internuts because it has real earnings. I would not want to short it.

To: craig crawford who wrote (13614)	9/10/1998 11:01:00 PM
From: 1-DAY-TRADER	Respond to of 18691

RATIO COMPARISON Valuation Ratios Company Industry Sector S&P 500 P/E Ratio (TTM) 123.97 21.82 37.55 26.85 P/E High - Last 5 Yrs. NA 38.15 53.23 38.84 P/E Low - Last 5 Yrs. NA 10.79 16.13 13.68 Beta NA 1.38 1.26 1 Price to Sales (TTM) 17.07 4.81 6.05 3.39 Price to Book (MRQ) 20.39 5.29 10.98 6.91 Price to Tangible Book (MRQ) 20.39 5.3 11.57 9.88 Price to Cash Flow (TTM) 86.83 16.42 28.05 19.76 Price to Free Cash Flow (TTM) NM 38.64 43.29 42.93 % Owned Institutions 4.78 55.24 48.31 62.38 Dividends Company Industry Sector S&P 500 Dividend Yield 0 0.24 0.81 1.88 Dividend Yield - 5 Year Avg. 0 0.31 0.43 2.13 Dividend 5 Year Growth Rate NM 27.29 9.27 9.61 Payout Ratio (TTM) 0 2.03 5.89 33.02 Growth Rates(%) Company Industry Sector S&P 500 Sales (MRQ) vs Qtr. 1 Yr. Ago 737.22 -0.57 19.86 9.87 Sales (TTM) vs TTM 1 Yr. Ago 370.51 7.11 21.96 11.28 Sales - 5 Yr. Growth Rate 138.72 32.6 32.19 13.89 EPS (MRQ) vs Qtr. 1 Yr. Ago NM -30.47 14.57 10.87 EPS (TTM) vs TTM 1 Yr. Ago NA -17.82 2.95 8.74 EPS - 5 Yr. Growth Rate NM 44.96 35.86 17.8 Capital Spending - 5 Yr. Growth Rate NM 34.72 29.58 11.43 Financial Strength Company Industry Sector S&P 500 Quick Ratio (MRQ) 4.73 2.59 1.95 0.94 Current Ratio (MRQ) 5.46 3.33 2.44 1.48 LT Debt to Equity (MRQ) 0 0.09 0.27 0.68 Total Debt to Equity (MRQ) 0 0.1 0.4 1.03 Interest Coverage (TTM) NM 9.65 10.75 9.79 Profitability Ratios (%) Company Industry Sector S&P 500 Gross Margin (TTM) 58.59 51.03 52.32 48.5 Gross Margin - 5 Yr. Avg. 76.1 52 51.7 48.12 EBITD Margin (TTM) 26.4 33.67 21.63 22.08 EBITD - 5 Yr. Avg. 7.95 34.96 21.85 21.66 Operating Margin (TTM) 21.72 25.3 16.47 17.72 Operating Margin - 5 Yr. Avg. 3.95 27.12 16.33 17.78 Pre-Tax Margin (TTM) 23.15 27.46 17.98 16.32 Pre-Tax Margin - 5 Yr. Avg. 4.77 28.7 17.01 15.64 Net Profit Margin (TTM) 14.99 17.56 10.87 11 Net Profit Margin - 5 Yr. Avg. 3.72 18.39 10.89 10.18 Effective Tax Rate (TTM) 35.24 38.97 35.77 34.9 Effective Tax Rate - 5 Yr. Avg. 24.12 34.75 35.85 35.65 Management Effectiveness (%) Company Industry Sector S&P 500 Return On Assets (TTM) 14.13 15.27 11.31 8.44 Return Of Assets - 5 Yr. Avg. NA 18.93 12.87 8.2 Return On Investment (TTM) 16.91 18.8 16.81 13.51 Return Of Investment - 5 Yr. Avg. NA 24.29 17.69 13.01 Return On Equity (TTM) 17.02 21.46 21.88 22.83 Return Of Equity - 5 Yr. Avg. NA 28.78 21.61 21.63 Efficiency Company Industry Sector S&P 500 Revenue/Employee (TTM) 449,752 347,270 1,422,200 725,439 Net Income/Employee (TTM) 67,424 74,379 269,920 99,741 Receivable Turnover (TTM) 6.39 6.8 7.72 9.41 Inventory Turnover (TTM) 6.11 6.47 10.25 9.12 Asset Turnover (TTM) 0.94 0.86 1.25 1.09 Companies in the Semiconductors Industry are listed from left to right in order of descending market capitalization. INTC TXN TSM STM AMAT KYO MU MXIM LLTC ALTR BRCM ASMLF XLNX ADI AMD VTSS LSI NSM UNPH RMBS MCHP MXICY PMCS NVLS ARMHY ATML DS SMOD CY LEVL ETEC LSCC MCRL BBRC AMKR QLGC FLEXF AMCC CRUS DPMI IDTI SIPX NMGC VLSI UTEK PLAB SVGI CMOS IRF UTR