Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: TimbaBear who wrote (72570)	11/20/1999 8:47:00 AM
From: kendall harmon	Read Replies (1) of 120523

DTPI--interesting comments on this one from Friday from DTAB << Deutsche Banc Alex. Brown DTPI M. D'Annolfo/W. Zinsmei DTPI: The CEO's Guide to e-Business--Initiating Research Co-Strong Buy HIGHLIGHTS: - We are initiating research coverage of Diamond Technology Partners, Inc. with a STRONG BUY rating on the shares. - Diamond is a management consultancy that blends strategy consulting with IT advisory and management services. In July, the Company announced its new implementation service, DMS, which has accelerated its growth rate. - We believe the market for IT services, and in particular, interactive integration services, is increasingly moving towards Diamond's core strengths as companies require executive-level consulting services to help them architect new business models under a new e-business paradigm. In our view, Diamond is increasingly becoming the "CEO's guide to e-business." - Diamond exhibits some of the best financial and operating metrics within the entire sector, in our view, which is a function of the Company's strong management and solid corporate culture. We note the Company has produced nearly 40% revenue growth, quarter-after-quarter, since going public in 1997. - We note the 8.5x trading multiple to our CY2000 revenue estimate, which we think is an attractive valuation compared with the 13-14x median for the interactive integrator sector and 20x plus trading multiple for most of the leaders. We note that Diamond is not a pure-play interactive integrator but it is successfully migrating the transition. - Our 12-month price target of $82 is based on the stock maintaining an 8.5x-9x revenue multiple and reflecting a 50% top-line growth rate. >> Hard not to like the chart: clearstation.com

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