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Technology Stocks : ITRA INTRAWARE -- Ignore unavailable to you. Want to Upgrade?

To: buckhead26 who wrote (488)	12/16/1999 11:13:00 PM
From: buckhead26	Read Replies (2) \| Respond to of 937

Intraware Revenue Projections Just My Theory, Do not base any decision on this. buckhead26 Yr/Qtr Rev Rev.M 99Q4 30 Nov EOY 2000 Annual Revenue =80 Million 1999 Q1 38M ends Feb 2000 Q2 47M 2000 Q3 59M 2000 Q4 73M EOY 2000 Annual Revenue = 216 Million EOY 2000 2001 Q1 92M ends Feb 2001 Q2 114M 2001 Q3 143M 2001 Q4 179M Nov EOY 2001 Annual Revenue = 528 Million EOY 2001 Full Disclosure: I have a large position in ITRA. Sorry can't do earnings. Don't know enough, but I think it is sooner than most Internet stocks. Do your own homework. Assumes 25% qtr over qtr increase. Assuming a Rev. Multiple of 10, ITRA should be a $5B market cap, 20 = 10$B market cap at end of 2001. Wrote IR to request date of earnings release. Have not heard back yet. 12/16/99 buckhead26.