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.
Technology Stocks : Simplex Solutions Inc. - SPLX
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Xenogenetic who wrote (2)5/3/2001 10:48:44 AM
From: Wayners   of 16
 
did a quick read of the prospectus. they make integrated design verification software. major customers include sony, toshiba, cadence design systems. would expect their stocks to track some of their larger customers stock prices. Revenue up an impressive 122% year over year albeit they are a very small company. Revenue went from 9M to 21M, in quarterly comparisons. 30M in revenue in 2000. Good R&D spending, 25.5% of revenue, very healthy for future products. they spend an astounding 41.1% of sales on sales and marketing. thats where all the money is going and would expect to see a payoff in sales growth. they're writing off some goodwill/amoritization that is punishing reported earnings. accounts for about 80 cents of reported losses. the sales and marketing they are spedning pretty much accounts for the rest. as long as they continue to grow the sales year over year at or in excess of 122% a year, I think splx is worth a shot. any slowdown in that sales growth and dump it.
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