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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (26820)	6/26/2000 5:02:00 PM
From: StockHawk	Read Replies (3) of 54805

Consensus analysts expectations for SSTI to maintain a better than 100% YOY EPS growth rate this calendar year as well as coming calendar year 2001. biz.yahoo.com The statement about 100%+ YoY for this year is misleading, since SSTI incurred a loss in 1999. One of the very interesting aspects of the earnings estimate for 2001 is how it has changed recently. According to the Yahoo earnings site that EPS number stood at $2.12 just 90 days ago and $2.19 sixty days ago. Then 30 days ago it was revised to $3.35 and seven days ago it hit $3.51. Apparently the analysts have been busy. Over the same time period the year 2000 earnings were revised less dramatically from $1.41 to $1.72. One caveat, however, SSB and CSFB were the lead underwriters in a recent SSTI secondary offering so it was not surprising to find their reports are incredibly bullish. Huey, that is a very wise observation. Just the other day I was reading a story about a recent Goldman Sachs analysis of the e-commerce industry. It went something like this: They apparently divided the industry into those companies that would succeed and those that were in trouble. One strange thing about the 20 companies that made the successful list was that 19 were Goldman clients. So, what's the odds that some of those rather dramatic 2001 earnings revisions for SSTI were penned by SSB and CSFB? Just to be clear, if I sound a bit negative here it is not directed at you, but just my caution regarding analysts opinions. I think your writeup on SSTI was superb and I'm looking forward to hearing more about them as you continue your research. You have certainly peaked my interest. StockHawk

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