Acxiom (ACXM) Message Board

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Technology Stocks : Acxiom (ACXM)

ACXM 48.48

-1.9%

Oct 1 5:00 PM EST

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To: Jeremy G. Browning who wrote (15)	2/21/1997 8:05:00 PM
From: Mr. Jones	of 92

Jeremy, ACXM closed at 15 3/4 today which is at a PE of 36 and change. Their last earnings announcement was somewhat disappointing and only showed a 36% improvement over last year. Now some people will say...only 36% what the hell is he talking about...but most people believe that you price a small cap stock at a multiple equal to its growth rate. Using this as a guide, I would say that ACXM is fairly valued right now. 36% growth rate at a 36PE. This is what I was alluding to a few weeks back when I said I wouldn't be surprised to see ACXM in the 15-16 range shortly. However, ACXM has usually come up with a good acquisition or two to help boost earnings. I wouldn't be surprised to see ACXM get back to the 22-24 range before the summer is over. Some of their newer acquired products are pretty good. ProCD looks like it is a great product. If you haven't tried it, go to www.excite.com and use the people directory. Key in your name and hit search...up comes up your name and phone number....kinda scary. excite.com Kevin

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