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Technology Stocks : Metasolv Software - MSLV

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To: notredame who wrote (34)1/31/2000 8:21:00 PM
From: D. K. G.  Read Replies (2) of 53
 
nd, msvl's market cap is now around 3.76 billion biz.yahoo.com
and consensus eps for 2000 are around 0.16
biz.yahoo.com

Personally, I take any long range eps forecasts with a grain of salt.
As for the company's valuation, I can't make an argument that would justify it. Like many companies in an emerging high growth sector w/ a strong product, traditional metrics fall by the wayside. These types of companies maintain high valuations for long periods provided management executes well. Not saying it's right, it's just what the market can *bear* and there are a plethora of examples. Going forward, that can change based on investors' perceptions.

Would you happen to know the breakdown of mslv's customer base provided by my last post to you? I have a hard time differentiating between CLECs and ILECs et al.

TIA, regards,

dkg
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