ECIL - ECI Telecom trading at half its growth rate...

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Technology Stocks
ECIL - ECI Telecom trading at half its growth rate...

An SI Board Since September 1999

Posts	SubjectMarks	Bans
52	3	0

Emcee: DavidD	Type: Unmoderated

Introduction Compact

ECIL - ECI Telecom trading at half its growth rate...

Some simple valuation facts:

Zacks recs: 3 strong buys; 3 moderate buys; 1 hold
Zacks ests: 12/99: $2.34 - 12/00 $2.82 - that is a 21% year over
year growth.
Price $27.69
Net Cash per Share $2.72
Net Price Paid (Peter Lynch method) $25
Therefore you are paying 10.7 times 1999 EPS and 8.6 times
2000 EPS.
That is you are paying a PE of about 1/2 of the growth rate - very,
very cheap.

If the stock were to trade at "fair value" (or 21 times earnings) its price would double.

Anyone care for value?
Anyone know a reason we should stay away from this stock?

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Reply	Message Preview	From	Recs	Posted
52	Hi, is there anyone out there? I've been long on ecil for a long time, and	Mark O. Halverson	-	5/18/2005
51	Inovia Telecoms, an ECI Telecom Company Successfully Completes Video over DSL Tr	tech101	-	3/5/2002
50	Why is ECIL's market cap only one third of its revenue Is there any E. or G	tech101	-	3/4/2002
49	Hi Paul, I already have FORTY. I was hurt by them also. Bought in be fore the la	Dorine Essey	-	11/14/2001
48	We can have the stock quote show on this thread if a note requesting it is sent	Paul Senior	-	11/14/2001
47	Paul, The stock quote and chart do not appear on my screen for ECIL. I have it o	Dorine Essey	-	11/14/2001
46	Great NEWS siliconinvestor.com	Dorine Essey	-	11/14/2001
45	Market Report -- In Play (ADSL, ECIL) November 13, 2001 11:13:00 AM ET ECI Tele	Dorine Essey	-	11/14/2001
44	Well, it's now at 3.8, up 60% from my last post. Too bad people are not tun	gda	-	11/10/2001
43	Yes, still have a losing position in ECIL. Stock trades down, down, down as if	Paul Senior	-	10/8/2001
42	Anyone on this board is still alive? I think ECI is presenting a tremendous gai	gda	-	10/4/2001
41	Nortel in Talks to Buy ECI's Optical Unit, TheMarker.com Says By Joshua Mitn	Robert T. Quasius	-	3/21/2001
40	Jurgis and Thread- Well if this rumor turns out to be accurate, selling the opti	MikeM54321	-	1/29/2001
39	Anecdotal evidence suggests that the restructuring is run pretty badly. The brai	Jurgis Bekepuris	-	1/26/2001
38	Article is too negative and too cautionary, imo. Smart money (Koor, Bronfmans	Paul Senior	-	1/24/2001
37	Any comments about this article today? Dow Jones Newswires -- January 24, 2001	JoAnne Sorlie	-	1/24/2001
36	Thread- IMVHO, the most significant statements out of ECIL's earnings PR is	MikeM54321	-	8/3/2000
35	Thread- If anyone knows of the split between Siemens and ECI Telecom, please pos	MikeM54321	-	8/3/2000
34	fwiw, ECIL article home.globes.co.il	Paul Senior	-	7/13/2000
33	MikeM..: Well, I spent a few minutes trying to find a ref. or URL regarding Br	Paul Senior	-	5/11/2000
32	Re: ECIL and France Telecom's DSL Plans Ken and Thread- I don't believ	MikeM54321	-	5/11/2000
31	<i>"One key for me: I see the Bronfman family as "smart money&q	MikeM54321	-	5/11/2000
30	Wow! Two posts on ECIL thread on the same day. I have been holding a small am	Kenneth E. Phillipps	-	5/2/2000
29	Bruce Bromberg Seltzer: My interest in ECIl is as a value stock primarily, not	Paul Senior	-	5/2/2000
28	I am starting to take a look at ECI Telecom. I saw this and thought it may inte	RavBruce	-	5/2/2000

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