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Technology Stocks : EXLN - Excelon
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To: hasbeen101 who wrote (556)7/31/2000 8:33:21 PM
From: Elsewhere  Read Replies (1) of 811
 
If you look at Oracle's current massive size, it isn't hard to extrapolate backwards to see that the growth rates must have been massive during the 80s.

EXLN has a good chance to return to its 40% average yearly growth. 1.4^20 = 837, i.e. two decades of 40% result in a increase of more than 800 times. 1991 Object Design had $4M, by 2011 that would make $3.2 billion, about 1/3 of ORCL's current size.

Maybe some people find the gross margin useful, but according to my understanding of security valuation, it is quite irrelevant.

Then why did you talk favorably about WEBM (#reply-13673406 )?

In regard to margins, the only things I am interested in are the free cashflow or earnings that are generated net of everything.

In my model EXLN will have a 12% net margin on sales of $122 million in 2002.
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