Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Echelon Corporation (ELON) -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (1936)	4/24/2000 10:04:00 PM
From: hueyone	Respond to of 3076

Dinesh, Thanks for your reply. Since you asked, the weighted average forward year over year revenue growth rate is only 27.2%. This is using John's figure for service revenues currently representing 5.6%. I am sorry I was kind enough to just say year over year revenue growth projection was under 30%. Obviously I was not trying to mislead anyone or I would not have said *Note: Product revenues are much more significant for ELON than service revenues.* Regardless of whether the forward year over year revenue growth rate is thirty or twenty seven per cent, it still is an anemic forward growth rate for a company selling at 28 times sales with no earnings. Since I profitably owned this stock once before, I now check in on the stock and the story. If the stock ever gets to a price level where I perceive there to be a risk reward profile I am comfortable with, I may buy in again. I have to go to a game now. Maybe I will talk with you later. Best Regards, Huey

To: Dinesh who wrote (1936)	4/24/2000 10:58:00 PM
From: r.edwards	Respond to of 3076

At a 30% growth rate that Mgt. feels comfortable with, you would have to feel they are sand bagging a little to allow for more in the future,( If they were hyping they would have put out press releases that they were shipping iLON1000s a month ago). Also, the "operating leverage", the amount of revenue that flows to positive cashflow from each additional dollar of gross revenues is increasing much faster than the 30% revenue growth figure. Wireless interface with the iLON1000s in Europe is the next big news....imho