Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (42356)	5/3/2001 10:06:11 PM
From: DaYooper	Read Replies (1) of 54805

Good valuation discussion on sebl Mike, thanks. All agreed that earnings growth is the crux of the issue. I will certainly not attempt to bs you into believing that I have any ability or expertise at projecting the future earnings growth so let me just share my humble thoughts. SEBL grew fiscal '01 earnings 73 percent over fiscal '00 earnings. And SEBL is further dominating and growing market share in it's core space, CRM, which is still experiencing furious growth itself. SEBL is expanding into new applications with a "foot in the door" and a top notch sales team accustomed to scoring wins. SEBL has created a new application product, ERM, much as they invented CRM but now with tremendous amount of successful experience in the process. This product has the ability to spawn a brand new tornado with a force equal to or greater than CRM. The history is impressive as are Tom's future goals. I believe the management team has the mindset and know-how to make it happen and they have built a team that can and will execute their strategy. So why are the analysts of a different mind and forecasting greatly slowed growth from SEBL's own recent history? I have no idea. Yes I realize it gets harder to grow after you have gotten bigger. But I think they have underestimated the power of a gorilla in a space, applications software, that will continue to grow exponentially because companies are realizing it more than pays for it's own cost in savings. I don't recall if this was posted on the SEBL thread but it pretty well sums it up: aol.thestreet.com If that fiscal '02 estimate of .78 turns out accurate then we would be in some trouble at this price. The good news is that the analysts have routinely been way low with their estimates, as they always are during a tornado, and I think and hope that will continue for some time yet. Seeya, Rory p.s. Keep up the great work Mike. Sorry if I'm unable to keep up an in depth exchange but still working for a living.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next