SPYG in the mid-teens Message Board

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Technology Stocks : SPYG in the mid-teens

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To: Roger Brown who wrote (104)	10/28/1996 5:03:00 PM
From: Daniel DuBois	of 219

>3) Revenues might fall slightly (in short term) and profits might >decline (to a loss if i remember correctly from Yahoo Quotes).. >4) PE ~ 47 right now and the company might only grow >revenues 50%... Who said revenues would decline? The possible profit decrease the headlines picked up on will be the result of the huge R&D expenses the compnay is taking on. No one's said anything about revenue descreasing. Revenue numbers were up 60% from the previous year's quarter. (Whether that trend will continue in the coming years is hard to say, and depends alot on how you feel about the market Spyglass is going to be focusing on.) But obviously the company is gearing up to radically grow revenues. If they were worried about decreasing revenues, they'd be cutting costs, not going on a hiring binge. But based on the announcments to date, if you do think the web-embedded non-PC market has potential, then certainly Spyglass is a good investment at this price given their apparent leadership in the field (based on the number of press releases I've seen). A PE ratio in the 40s with this kind of high-tech stock is quite low. It looks to me like Spyglass is trying to be the next Netscape, only in the device market instead of the PC market. Inside the tornado - grow like crazy - screw profits. Too bad they don't have the hype machine Netscape has - or the media darling of a Marc Andreesen (the genius programmer at the age of 8) & Jim Clark combination. Then we'd be talking about how high their 400 PE ratio is.

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