Stretching the meaning of Value

Lester Blair favors dominant players with profitable track records

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12-Month Price Target

P/E on Projected 2000 Earnings

Est. 5-Yr. Annual EPS Growth

Why Stock Will Outperform

Nasdaq: ACTL $ 36.81 $56 26.7 20.0% Growth seen from new applications for products of dominant maker of field programmable gate arrays (FPGAs) equipment ADC Telecommunications Nasdaq: ADCT 60.75 76 59.6 26.4 Expansion into cabling and fiber optics to boost shares of telecom firm Applied Micro Circuits Nasdaq: AMCC 128.88 250 176.5 43.8 Semiconductor concern riding wave of demand for faster computer networks Comdisco
NYSE: CDO 31.06 72 22.0 15.6 Buyer and reseller of computers; traditional value stock; targeted acquisitions Robert Half International
NYSE: RHI 61.13 80 33.0 19.7 Temporary staffing services firm should benefit from offering personnel in other industries like law and information technology *Closing price as of 04/28/00
Source: Lester Blair, Blair Capital Management; Yahoo! Finance.
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