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To: Sully- who wrote (31583)9/1/2000 8:06:00 PM
From: Mannie  Read Replies (1) | Respond to of 35685
 
individualinvestor.com


Page: 1, 2

individualinvestor.com

Research Director: David Sterman (8/30/00)
With the economy growing at a steady annual clip of 4% to 6% over the last few years, many companies
have boosted sales and profits nicely. Indeed, double-digit profit growth has become the norm at many
Fortune 500 firms.

But a small pack of companies have defied the laws of gravity and grown at astonishing rates.

We came up with a list of eight that are growing so fast, analysts just can't keep up. This select group recently
reported quarterly results that caused analysts to take up their profit outlooks by at least 40% for the current
fiscal year. In fact, every company on the list has seen its profit outlook consistently revised upward since the
start of the year.

But many companies boost profits quickly by expanding margins. That can only last for so long.

As a result, we made sure that every firm boosted sales at least 100% over the last 12 months. Though
triple-digit growth is likely unsustainable as a company grows larger, we still insisted that every company on
the list be on track to boost per share profits at least 50% from this year to next.

Lastly, we weeded out companies that are too small to garner significant analyst coverage. Every stock on the
list sports a market value of at least $2 billion.

Company
(Ticker)
Aug. 29
Closing
Price
Market
Cap.
($ Mill.)
Estimated
EPS
Fiscal 2001
EPS
Growth
Year-Over-Year
Sales Growth
BROADVISION INC (BVSN)
$31.50
$8,282
$0.24
50%
306%
GLOBESPAN INC (GSPN)
$129.13
$9,084
$0.57
58%
705%
INKTOMI CORP (INKT)
$119.19
$13,462
$0.27
286%
202%
JUNIPER NETWORKS INC
(JNPR)
$196.13
$61,973
$0.47
52%
544%
SILICON STORAGE TECH.
(SSTI)
$34.06
$3,006
$1.76
89%
349%
TERAYON
COMMUNICATIONS
(TERN)
$53.19
$3,371
$0.46
64%
382%
TIBCO SOFTWARE INC
(TIBX)
$94.75
$17,880
$0.23
53%
157%
VERISIGN INC (VRSN)
$187.50
$35,780
$0.44
100%
275%

High-speed Internet access is a continuing theme on Wall Street. Shares of firms that provide equipment for
cable modems and Digital Subscriber Line (DSL) technology have rebounded sharply since last spring's tech
sell-off, though they remain below their previous highs. GlobeSpan, Inc. (NASDAQ:GSPN - Quotes, News,
Boards) may just be the hottest company in the sector.

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