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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (7232)	9/30/1999 3:58:00 AM
From: FLSTF97	Read Replies (1) of 54805

As Mike points out, there are differing assumption between my model and that in the Stephen's report. For instance I assumed a straight PE of 30x and Stephens has Stock PE projections out until 2001 and they used: 1999 86x 2000 72x 2001 50x As far as earnings after tax the differences are due to differing net margin assumptions and revenue. Mine/Stephens 2000 $198/198 million 2001 $313/$272 2002 $416/362 2003 $468/474 2004 $508/616 Although I didn't see any reference in the Stephens report to the impression assumptions, it appears they have higher ad revenue than I've projected (which is not unreasonable). Just for completeness sake I wish to mention that I presented my model to gauge the downside risk in GMST assuming a reasonable resolution to the litigation. The penetration assumptions tend to be far more conservative than anything I've seen projected.

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