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Technology Stocks : USWeb (USWB)
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To: Racso who wrote (813)5/17/1999 9:02:00 AM
From: Racso   of 1188
 
Mary Meeker of Morgan Stanley just initiated coverage of USWB with an "Outperform" rating and a $35 price target.
Investment positives mentioned by M Stanley:
-Large, fragmented market opportunity;
- Unique electronic services offering which should asist in scalability;
- Highly experienced leadership.
In reference to investors' concerns, MStanley views are as followed:
- All USWB's accounting is within GAAP guidelines;
- USWB is positioned in the fastest growth segment within IT services, i.e. internet professional services, MS expects top-line growth to be just below 50% yearly from 1999-2001;
- USWB's branch office, infrastructure and state of the art MIS systems afford the company a competitive advantage as it scales;
- Acquisitions are being increasingly used to gain scale, skill sets and geographical presence.
MS also says that USWB's future top-line prospects depend significantly on the company's ability to attract, train and retain skilled software developers, project managers, creative artists and strategy/business consultants.

MStanley estimate for EPS long term growth is 40%.

This report should clearly add strong momentum to the recent price improvements.
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