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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (33707)10/24/2000 4:30:14 PM
From: mtnlady  Read Replies (1) of 54805
 
NT and others will get whacked a bit in the after market though as NT beats the number by 1 cent (of course these numbers were upped a couple of weeks ago by Roth).

Items of interest (just scanning).

Wireless grew by 50% from the previous year.

Optical grew 90% from the previous year.

Hard to tell their CRM growth through Clarify. They did say e-business solutions grew 200% but I'm not sure they had Clarify booked yet at this time (it was close to this time but not quite sure).

Key portion...

"Based on the momentum we have experienced during the first nine months and the strong order backlog, we continue to expect that our percentage revenue growth in 2000 over 1999 will be in the low 40's. Consistent with our overall expectations for the year is an expectation that Optical Internet solutions revenues will exceed US$10 billion. We now expect however, that our percentage growth in EPS from operations in 2000 compared with 1999 will also be in the low 40's, up from our previously stated expectation which was in the high 30's. "
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