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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (37325)	1/1/2001 7:19:12 PM
From: Ibexx	of 54805

techreports and thread, Re. Relative merit of SEBL vs BEAS I have pulled off the following fundamental analysis from a private source that I subscribe to (tradetrek.com). Please read this with a grain a salt, as I have not checked all their parameters for accuracy. But the macro-economical assumptions and numbers certainly look reasonable, except that the 30 yr treasury rate is expected to decline further by spring. (Which would then result in higher target price) ************************************************ SIEBEL SYSTEMS (SEBL) — 6-Month Target (Fundamental Analysis) Parameters 30-Year Treasury Yield (%): 5.65 Short-term Inflation Rate (%): 3.09 Sales Per Share $ 1.841310 Price/Earning: 205.3 DJIA Outlook (1 year): 13000 Market Price $67.75 6 Month Target $134.7 Implied Earning Growth Rate (%):89.11 Vs. S&P 500 --3-Month Beta: 2.77 --Risk: Higher --Exp. Return: Higher Good Value? yes ******************************************* BEA Systems (BEAS) — 6-Month Target (Fundamental Analysis) Parameters 30-Year Treasury Yield (%): 5.65 Short-term Inflation Rate (%): 3.09 Sales Per Share $ 1.221984 Price/Earning: -1346.25 DJIA Outlook (1 year): 13000 Market Price $67.3125 6 Month Target $115.82 Implied Earning Growth Rate (%)77.81 Vs. S&P 500 --3-Month Beta: 2.6 --Risk: Higher --Exp. Return: Higher Good Value? yes ******************** HAPPY NEW YEAR TO ALL! Ibexx

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