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Technology Stocks : Sagent Technology, Inc. (SGNT)
SGNT 21.760.0%Aug 30 5:00 PM EST
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To: Carl R. who wrote (168)6/5/2000 2:37:00 PM
From: Carl R.  Read Replies (2) of 220
 
As far as I can tell, EPNY is a direct competitor to SGNT. SGNT is still larger, but EPNY is growing much, much, faster. Their respective valuations indicate that the street firmly believes EPNY will surpass SGNT. Here is a comparison:


                 SGNT    EPNY
Market Cap        200    3300
Q1 Sales         14.5    14.4
Q499             16.0     8.7
Q399             12.9     5.3
Q299             10.1     3.2
Q199              9.0     1.9
Q1 R&D Budget     4.0     3.8
Q1 Sales Budget   8.8    11.2
FY2000 EPS (est)  .21    (.62)
FY2001 EPS (est)  .43    (.35)


Thus the companies are currently nearly identical in size, but there are two striking differences. EPNY is growing much, much faster, and SGNT is making money. The logical conclusion is that the market expects that EPNY will continue to grow much faster than SGNT.

Carl
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