SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mtnlady who wrote (20211)3/15/2000 1:19:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
mtnlady,

Gorilla in CRM tornado yet at the same time on the launching pad for the e-commerce b2b tornado. And [Siebel's] PE ratio is still believable.

Trailing PE = 264
Forward PE = 143 (though I expect estimates to be raised)
PSR = 37

There's no question that those numbers look terrific compared to a PSR on either side of 500 for both Commerce One and Ariba, but these stratospheric prices bring out the Nervous Nillie in me.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News