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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (43304)	6/7/2001 9:49:49 PM
From: FaultLine	Read Replies (2) \| Respond to of 54805

the risk of BEA becoming a gorilla was a lot less reduced once (if) Siebel chose to adopt the BEAS app server Call me density but I can't figger this one out.... --fl@wasthistranslatedfromtheoriginalchineseusingbabelfish.com

To: Mike Buckley who wrote (43304)	6/8/2001 12:50:00 AM
From: freeus	Read Replies (1) \| Respond to of 54805

So BEAS won't be a gorilla (I didn't realize it had gorilla possibilities though the Fidelity rep told me it's Fidelity's favorite stock to buy)...but SEBL will be a stronger one? Why? Freeus

To: Mike Buckley who wrote (43304)	6/8/2001 12:53:49 AM
From: hueyone	Read Replies (1) \| Respond to of 54805

SEBL Historical EPS and Projected EPS? Mike, Another SEBL question for you if you don't mind: A number of financial sites show 53 cents per share as the earnings per share (EPS) for SEBL last year (2000), but the SEBL 10K at Edgar-Online shows 24 cents per share for both diluted net income per common share and pro forma diluted net income per common share. Non diluted EPS is 29 cents. Epoch partners, like Yahoo, says in their report SEBL earned 53 cents per share last year, but then go on to project 30 to 35% growth in earnings this year with a target of 60 cents EPS. How 53 cents can increase by 30 to 35% to only make a 60 cents EPS target is another mystery to me. I have to assume the 10K number of 24 cents EPS last year is the most accurate EPS number. But then to meet the consensus target of 60 cents EPS this year, SEBL's earnings would have to more than double, and I know no one is predicting SEBL's earnings to double this year. I am not trying to suggest that EPS is an end all valuation metric or anything, but I would like to have a clue what my company has been reporting for earnings and what the projected earnings are. Any light you can shed on this subject would be appreciated. Best, Huey