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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (1630)6/8/2000 6:44:00 PM
From: pat mudge  Read Replies (1) | Respond to of 3951
 
SDLI is expected to grow earnings from 2000 to 2001 at a 40% rate. Revenue growth is expected at a 65% yoy rate. Assigning a 65 multiple on the forward earnings expectations of $1.70 gives a 'fair value' price target of $110/share. Using traditional model of earnings growth rate times earnings would reduce the 'fair value' model to $68/share. This assumes no bumps in the road going forward.

Whose numbers are you using and have they been updated to account for the PIRI acquisition?

Pat



To: The Ox who wrote (1630)6/8/2000 8:05:00 PM
From: kalicokatt  Respond to of 3951
 
Michael,

Using your model of earnings growth rate times earnings. GE expects $1.44 in '01 and a growth rate of 15.0 % (according to yahoo)

The fair value for GE then would be $21.60.

I think that is a pretty good model. SDLI should
drop back to $68/sh when GE drops back to $21.6/sh. GE
will then go from a 503.3B mkt cap co. to a 213.7B mkt
cap co.

When do you think the market will wise up for that to
happen?

kat


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