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

To: Pirah Naman who wrote (43539)	6/15/2001 5:07:26 PM
From: Bretsky	Read Replies (1) \| Respond to of 54805

Speaking of undervalued, here is an article of interest since some of our sinking friends are on the list .To:John Madarasz who wrote (8390) From: Rupert_E Friday, Jun 15, 2001 10:40 AM Respond to of 8407 "A Panic Portfolio for Nasdaq 1400" thestreet.com "Panic" target on NTAP is $10.30

To: Pirah Naman who wrote (43539)	6/15/2001 6:12:21 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Pirah, I own Siebel. I have a right to be optimistic. :) You commented about the likelihood of a PSR of 15 if the revenues are growing 25% annually with its best years behind it. I can't begin to figure out how the market justifies the prices it does, so that's irrelevant. I keep hoping we return to the days when the PSR equals the growth in revenue. :) Just for fun, I looked up some data supplied by MSN. (I don't vouch for its accuracy or its context.) Microsoft's revenue grew 19% annually from 1997 - 2000. It's average PSR during that time was 18. But its net margin (taken completely out of context) averaged 35% during that period, which is about three times as high as Siebel's net margin. Cisco's average PSR from 1998 through 2000 was also 18. It's revenue grew 50% per year during that period. It's average net margin was 16%. Aren't numbers fun? :) --Mike Buckley