Technology Stocks: Dycom Industries - Undervalued Telecom Reform Act Play  
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Share This Board Moderated By: Joe Dancy -- (Not Moderated) -- Started: 1/16/1997 10:32:00 AM  Revision History

The Telecommunications Reform Act will cause billions to be spent to upgrade phone and cable systems to support digital data, to increase bandwidth, and to handle increased internet traffic. Phone, cable, and utility companies will race to upgrade their systems or lose market share to competitors if they become obsolete. Dycom (DY-NYSE) provides engineering, design, and construction service to phone, utility, and cable companies, sells at a trailing PE of 12.7, has an estimated 5 year eps growth rate of 20%+, a price to sales ratio of 0.60 (vs. the markets p/s of 2.0), has increasing margins the last three years, and management owns a big share so their interest is with the shareholder. There are other companies growing faster in this nitch, but they don't sell for a PE of 12.7.

Company and industry details are set out in the Lone Star Growth Investor at 
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279 Joe and Thread- Here's an article that really says nothing that DY investorMikeM54321-03/08/2000 06:43 AM
278 Thanks Mike. Here is the Real Audio version of the call - post it on the Last MJoe Dancy-03/03/2000 07:27 PM
277 Thread- For those interested, I posted CC summary on Last Mile. That is where mMikeM54321-02/28/2000 03:08 PM
276 Joe- Thanks. And I'll do CC notes summary/opinions. I thought it was a veryMikeM54321-02/28/2000 11:54 AM
275 Listened Mike. Was impressed. Will have conf call up and ready to stream hopefuJoe Dancy-02/28/2000 11:45 AM
274 Dycom Announces Q2 2000 Joe and Thread- Estimates were for $.25/share by no leMikeM54321-02/28/2000 08:13 AM
273 Conference call Mike - sounded very good to me. Company sent me the tape and saJoe Dancy-12/06/1999 10:37 PM
272 Mike - Called the company and asked what was said at the conference call thatJoe Dancy-11/26/1999 10:07 AM
271 Chuzzlewit, She got it all 100% correct as far as I can see. Here's a littlMikeM54321-11/23/1999 01:22 PM
270 Analysis of DY:  Chuzzlewit-11/23/1999 12:43 PM
269 I think I heard 4 cents ahead of estimates: Dycom Announces Fiscal 2000 First jas cooper-11/22/1999 08:13 AM
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