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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: nolimitz who wrote (24908)11/8/1999 7:16:00 PM
From: gizmo&jack  Respond to of 108040
 
EGAN has alot of room to run. EGAN vs. KANA:

EGAN: Last Q sales $1.4mm Market Cap: $1.2B
KANA: Last Q sales $3.6mm (2.57X)Market Cap: $4.1B (3.4X)

The gap needs to be closed. Also, regarding qualitative comparison, EGAN's recent AOL contract is absolutely blockbuster and has yet to be incorporated in its price. This could close the gap between the companies rapidly. Not just by having AOL as a client, but by having an AOL recommendation for every future potential client. EGAN can easily rise another 50%, and if it starts to become viewed as somewhat of an equal to KANA, lookout.