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Strategies & Market Trends : The Options Box -- Ignore unavailable to you. Want to Upgrade?

To: RocketMan who wrote (1435)	6/6/2000 3:44:00 AM
From: Wyätt Gwyön	Respond to of 10876

RocketMan, just glancing at the numbers, I see a forward p/e of 234, and an expected growth of 128% this year, which would just match the s&p's average peg of 1.8. That's a lot of growth to expect. Expect more. Q1 revs up 23% QoQ; Q2 guidance originally 25% sequential, recently upped 24% to 58% sequential guidance. Co's latest acquisition (PIRI) should see very strong ramp in Q4, and going into next year. Forecasts for next year are likely too low. I prefer to look at runrate earnings. You can get a figure based off Q1 earnings of .22, and another figure based off revised guidance. Another factor is that the market keeps moving the goalposts w/r/t FO valuations. Recent IPO ONIS has a market cap of $11.6 billion on scant sales and a number of dark clouds overhead...at $19.3 billion, SDLI is not much more expensive. I believe the gov. biz is related to research projects that are dwindling relative to the burgeoning FO biz (currently over 80% and growing). Current high price is not based on gov. biz, IMHO. Many seem to have been burned recently using TA to short or exit long positions. After plowing through the bears and the jittery to a new all-time high, maybe there is now some short-term consolidation going on that could be profitable on the short end, but who knows? I like the long-term prospects.