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To: Tony Viola who wrote (22258)1/7/1999 4:51:00 PM
From: Sonki  Respond to of 27012
 
tony, avnt pe is 17 and earning growth of 35-45%. u don't get it cheap unless there is some cloud hanging over it. once the cloude disappears u will see 29.x very soon up 30% from here. today up 16%.

difference between cdn (deep sub micron tools - 30-35% growth)
and avnt (VERY deepSubMic tools 45%+).

who knows maybe 50 in a 1-2 yrs. but 29 for sure unless clouds get in the way !
i told u about avnt cuz u would understand the bizness and i told sonny about PM cuz that's his area of expertise.
quote.yahoo.com

PM erning growth is 39% street only expects 22%-24%. pe =14.

why the deal? who knows. no one likes small caps i guess but i do
atleast for a small % of my portfolio.