WebMethods,Inc. (WEBM) Message Board

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Technology Stocks : WebMethods,Inc. (WEBM)

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To: bg533 who wrote (129)	9/1/2000 3:47:17 PM
From: Wizard	Read Replies (1) of 161

I keep hearing that the reason many investors are cautious is because as WEBM converts Active to its revenue recognition model, sequential growth rates will slow. While this is true to some degree, my point it; who cares? The stock should be valued on intrinsic growth, not accounting based growth. Besides, expectations factor this in and WEBM will show big upside to these modest expectations. The stock move just comes a little later as investors realize that the company is far ahead of plan. Chuck Phillips at Morgan Stanley is carrying very conservative estimates right now. Low expectations + tremendous intrinsic growth = good long-term stock... I am very bullish on WEBM.

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