XLA share estimates $248 to $4800+!
XLA share price estimates:
stock100.com XLA 5 day price (03-11-00)
$248
coochi's conservative estimate:
$262 (<- Since Dec 23, 1999 when about $40/share)
Microsoft?s SuperModel?s estimate
$419/share
coochi's fair market value:
$437/share
earningswhisper.com:
$503 (up from $118)
sixer.com computer projections:
$559 - 1143.00 (up from $189-333)
ebullish (zgarage)
$2200 (<- along with 4 splis)
"Few Years down the Road" estimate:
$985 - $1700 (<- Hey don't laugh XLA will grow to be the sum of CMGI and AKAM market caps, see below.)
Alex?s Morgan Stanley presentation On March 30, 2000
$3600-4800/share in 2-3 years.
"If Alex projections are accurate being 6 Billion in sales and a margin of 70%, this
would leave a bottom line of anywhere from 3-4 Billion dollars a year. Wallstreet
would probably assess a PE ratio comparable to industry leaders (Oracle 130,
MSFT 60, IBM 30, Sun 120) Lets say conservatively, they assess 60 PE ratio.
That would value MI at a 180-240 Billion Market Cap. Obviously, that could be 3
years down the road but It could be worth waiting for. Price target 3600-4800 in
2-3 years."
Just hold on and be patient!
IMHO: After MII IPO plans are disclosed, XLA stock will move from these levels to
$250 easily as we go toward the 3rd quarter IPO date! Split traders will really help!
If AKAM market cap goes back to $30B (Yes, 03-11-00 at $28B) then MII IPO may be $30B
market cap! because XLA owns 91% of MII, that will put $27B in XLA
treasury which suggests XLA might be worth at least $520/share, if they don't
dividend some MII shares to us! AKAM recent earnings project to about $10.8M this year 2000
Cos has stated that Mirror Image should do $10M. Mirror Image is a strong Competitor of AKAM.
IMHO: Its IPO opening price will be 80% of AKAM's share price that day! Look for MII to start picking up large revenue contracts from "big guys".
If CMGI has a market cap of $38B and ICGE, a market cap of $36B and if XLA expands its
cost-effective internet company acquisitions and incubator plans, XLA will be IPOing many
companies over the next few years. XLA, in this regards, could easily be worth
$37B (average of CMGI and ICGE) or another $710/share! With Vik's talents, I don't
see what's to prevent it! Look at Mirror Image, his first find!
Currently I'm sticking to my $260/share conservative estimate and $437/share fair market value! As XLA share price approaches $250, I will rethink, and, as you might gather from above, $1230/share may be my next target!
Shakeouts are the best buying opportunities. Flushes out the weak hands! Buy on all dips! |
