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Technology Stocks : CoSine Communications(COSN):
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To: caly who wrote (99)12/18/2001 1:05:52 PM
From: tradeyourstocks   of 124
 
IDC research finds the carrier market will grow to over $5.3 billion in 2006

COSN has a leading product that should capture a good portion of this carrier market. Just to be conservative, let's assume IDC is a bit optimistic and the market is only $4 billion in 2006. Let's also assume that COSN only gets 10% of this market. That's $400 million in sales 5 years from now.

Using a conservative p/s multiple for the group of about 4, I arrive at a market cap of $1.6 billion. That equals $16/sh in 2006 or about a 10 bagger from here. Not a bad return on investment IMO.

Now, who is going to pay IDC for the full report? <g>

best,
MicroE
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