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 : Portal Software, Inc. (PRSF) -- Ignore unavailable to you. Want to Upgrade?

To: Professor Dotcomm who wrote (82)	5/18/2000 1:13:00 PM
From: Wizard	Read Replies (1) \| Respond to of 318

Everyone knows the numbers will be good. The question is what is the right multiple for this stock. The current fy revenues (ending Jan) call for $188.6mm. The current qtr estimate is for $41.2mm (Morgan Stanley). I would be happy with $44mm in the quarter which should be enough to push this fiscal years estimate north of $200mm... The stock is a buy on weakness because its a very good company in a very important area but it will likely trade with tech stocks in general (x its 1.5+ beta either way).