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Technology Stocks : AWARE
AWRE 1.970-3.0%Dec 26 3:59 PM EST
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To: Bobo who wrote (1245)10/19/2000 5:58:05 PM
From: Elroy  Read Replies (1) of 2404
 
How much better can growth get from 2000 to 2001. What will growth be from 2001 to 2002, maybe 30% to 40%. What's that worth?

Growth can get much, much better from 2001 to 2002. Royalty revenue is 100% gross margin. As it heads toward a larger percentage of the total, EPS growth should accelerate. And I think AWRE management is smart with Wall Street guidance. They are probably going to do MUCH better than 16 cents next quarter, raise the forecast again, and repeat that process each subsequent quarter. That was their process (raise expectations each quarter) through 2000, probably will be the same next year.

Your PE analysis should have a much higher future E, because management is probably low-balling the forecast.

If you wanna short something, you've picked a strange choice.

Elroy
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