Epstein Files Search

EFTA01446970Dataset 10

2014-03-021p593w

…the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia - Virivalizat ion moderating growth Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing are multi quarter opportunities for Ixia - we note lumpiness…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446970.pdf

EFTA01453062Dataset 10

2014-03-021p593w

…the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia - Virivalizat ion moderating growth Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing are multi quarter opportunities for Ixia - we note lumpiness…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453062.pdf

EFTA01453098Dataset 10

2014-03-021p593w

…the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia - Virivalizat ion moderating growth Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing are multi quarter opportunities for Ixia - we note lumpiness…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453098.pdf

EFTA01452988Dataset 10

2014-03-021p597w

…on updating post the Mar Q report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x. We have established our $130 Price Target using discounted cash flow (DCF) analysis. For our DCF, we assume a discount rate of 11.5% and a 5% growth rate. Our discount rate is derived on a…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452988.pdf

EFTA01452986Dataset 10

2014-03-021p574w

…our FY14/15 estimates unchanged, we maintain a positive bias to our estimates - which we plan on updating post the Mar O report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x [details in our valuation and risks section). Page 12 Deutsche Bank Securities Inc. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452986.pdf

EFTA01452960Dataset 10

2014-03-021p593w

…the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia - Virivalizat ion moderating growth Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing are multi quarter opportunities for Ixia - we note lumpiness…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452960.pdf

EFTA01453095Dataset 10

2014-03-021p597w

…on updating post the Mar Q report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x. We have established our $130 Price Target using discounted cash flow (DCF) analysis. For our DCF, we assume a discount rate of 11.5% and a 5% growth rate. Our discount rate is derived on a…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453095.pdf

EFTA01446959Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446959.pdf

EFTA01453052Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453052.pdf

EFTA01446966Dataset 10

2014-03-021p597w

…on updating post the Mar Q report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x. We have established our $130 Price Target using discounted cash flow (DCF) analysis. For our DCF, we assume a discount rate of 11.5% and a 5% growth rate. Our discount rate is derived on a…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446966.pdf

EFTA01452991Dataset 10

2014-03-021p593w

…the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia - Virivalizat ion moderating growth Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing are multi quarter opportunities for Ixia - we note lumpiness…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452991.pdf

EFTA01446924Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446924.pdf

EFTA01453090Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453090.pdf

EFTA01452952Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452952.pdf

EFTA01446930Dataset 10

2014-03-021p574w

…our FY14/15 estimates unchanged, we maintain a positive bias to our estimates - which we plan on updating post the Mar O report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x [details in our valuation and risks section). Page 12 Deutsche Bank Securities Inc. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446930.pdf

EFTA01452979Dataset 10

2014-03-021p511w

…rating on the stock - noting balanced risk/reward at current levels - i.e. the stock trading at appx 24x P/E for -19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia - a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452979.pdf

EFTA01452957Dataset 10

2014-03-021p597w

…on updating post the Mar Q report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x. We have established our $130 Price Target using discounted cash flow (DCF) analysis. For our DCF, we assume a discount rate of 11.5% and a 5% growth rate. Our discount rate is derived on a…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452957.pdf

EFTA01453058Dataset 10

2014-03-021p597w

…on updating post the Mar Q report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x. We have established our $130 Price Target using discounted cash flow (DCF) analysis. For our DCF, we assume a discount rate of 11.5% and a 5% growth rate. Our discount rate is derived on a…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453058.pdf

EFTA01446964Dataset 10

2014-03-021p574w

…our FY14/15 estimates unchanged, we maintain a positive bias to our estimates - which we plan on updating post the Mar O report. At our $130 PT, the stock would trade at appx 18x PIE on an FY15 First Call consensus EPS est basis (ex cash) - which is in line with our data networking peer group multiple of 18-19x [details in our valuation and risks section). Page 12 Deutsche Bank Securities Inc. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446964.pdf

EFTA01462408Dataset 10

2014-03-0274p15,877w

…rating on the stock — noting balanced risk/reward at current levels — i.e. the stock trading at appx 24x P/E for —19% First Call consensus rev growth expectation. Ixia: Our MWC conversations with the network testing solutions vendors is another set of datapoints supporting our near-term caution on Ixia — a key vendor in enterprise and carrier network test and network visibility solutions. While 40GE datacenter switch testing and LTE voice and data network equipment and network services testing…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462408.pdf