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.

Strategies & Market Trends : MOVING NOW! -- Ignore unavailable to you. Want to Upgrade?

To: Connor26 who wrote (6585)	11/17/2000 11:24:46 AM
From: Connor26	Read Replies (1) \| Respond to of 8046

Chase H&Q Issues Comments on GMST, VRSN, DITC, SRNA, CNET, AGIL, SUNW, SBUX 11/17/00 7:18:48 AM Source: Chase H&Q Agile Software (AGIL) $63.88 - $3B mkt cap: October Quarter Upside Results; Strong Fundamentals; Reiterate BUY Rating · Revenues of $20.2 million and EPS of ($0.01) surpass our $17.5M and ($0.02) estimates. · Total revs rose 192% yr-yr and 28% sequentially, while license revs rose 225% and 33%. · AGIL added 66 new customers, bringing the total number to 606 accounts. · DSO's came in at a low 67 days. · Current deal pipeline appears strong and visibility continues to improve. · Raising FY01 (ended April) revenue projection from $75M to $81.5M and FY02 projection from $114.5M to $119M. Leaving our EPS estimates unchanged and conservatively project profitability in the upcoming April quarter. · Continue to believe that the long-term opportunity ahead is substantial