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Technology Stocks : Answer Think (ANSR)
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To: Shege Dambanza who wrote (6)6/1/1998 4:33:00 PM
From: Wizard   of 55
 
Hi Shege,

>>"So what exactly do you do, really"? Talk about vague management-consulting-speak.

Are you saying this is different than anybody else? Cambridge is going to do $625mm in revenue this year on consulting/implementation.' You seem a little cynical as well. ANSR bills out in the $150/hr range. That certainly doesn't look unsustainably high. Indeed, there seems to be upside towards Technology Solutions (TSCC) average bill rate (in the $185 range).

They look capable of doing $1.00 in the Year 2000. Give that a 40x multiple and discount it back for time value and risk and I still get a mid $20's price (using a 25% discount rate ^2, far over its cost of capital).

Let me know what you hear.
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