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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
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To: Kimberly Lee who wrote (79443)3/1/2000 9:18:00 PM
From: Bo Le   of 108040
 
NIKU vs DLTK

NIKU went IPO yesterday and gained 300%. Today NIKU gained another 32 points to closed above $100. This brings NIKU's market cap to about $7 billion. NIKU is an online enterpraise service provider. Next red-hot area after wireless, linux, b2b, and many others, will be online business services, as prodicted by many analysts. NIKU certainly in a huge market ($7.2 trillion as estimated by analysts) and has huge potential.

Here comes DLTK. DLTK is fast growing company doing exact the same thing as NIKU. In other words, DLTK is a leading web-based enterpraise softwere solutions provider. DLTK only has a market cap about $240 million. No debt. Very low float (about 7 million shares). PE is about 14 and earning grow at 60% rate. It is rated as one of best managed company in the US by Forbes. No matter how you look at it, DLTK is much better company than NIKU.

NIKU stock price will continue to grow. Maybe it will quickly trade above $200 as many other hot IPO did. How about DLTK? I think DLTK will be discovered by Wall Street very quickly (Hoovers list DLTK as one of NIKU's major competitors)and will start to move up like a rocket. If NIKU can sustain a market cap $7 billion, it may take no time DLTK to have a market cap to $2.5 billion. Yes, this is 1000% return from DLTK close price today.

I am loaded with DLTK and waiting for it to take off.

Just my two cents.

Bo
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