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To: Ian@SI who wrote (1021)2/10/1999 11:29:00 PM
From: EACarl  Read Replies (1) | Respond to of 3661
 
Thanks guys, and I just finished listening to the conference call.
One thing that I really liked was the forecast Brad gave for 2000 or next upcycle.
If I recall correctly, without directly giving sales forecasts he said that strip was once $20 million per quarter when MTSN was basically a 1 product company, but now that they are a multi product company, strip is only around half of total sales. So one could extrapolate that it is possible that MTSN (once we get back to previous cycle high spending) could reach or exceed $40 million per quarter.
If you put that in terms of annual sales , and take a P/S of about 4 x on those peak numbers, and divide by the 15 million shares, it converts to a VERY NICE stock price. Any input?