Portal Software, Inc. (PRSF) Message Board

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Technology Stocks : Portal Software, Inc. (PRSF)

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To: Professor Dotcomm who wrote (84)	5/19/2000 11:23:00 AM
From: Wizard	Read Replies (1) of 318

Well, goldman sachs was the lead banker and they were at $185mm for this year and just took it to $242. They initiated coverage of PRSF about 1 year ago and their original estimate was ~ $110mm. So the stock is up 70% over the last 12 months and the estimate is up well over 100% and we are closing in on the end of the fiscal year. GS has CY01 revs (FY02) at $390mm right now. That number will go north of $500mm over time. $7b market cap with $500mm next year gets a 14x forward revenue multiple. How much to pay for THE internet billing franchise??? Tough.... I'm long.

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