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

To: Seeker of Truth who wrote (44754)	7/21/2001 9:35:01 AM
From: techreports	Read Replies (1) \| Respond to of 54805

. Suppose SEBL makes $2 a share in 2006. At 50 times earnings that would be a price of 100, a tripling from here. Not too bad! That assumes a growth rate of 30%, markedly slower than in the past 5 years. estimating 30% growth it'll take Siebel till 2005 to make 2 dollars a share. In your figure, i'm guessing you said SEBL would grow 12% in 2002 then do 30% in 2003 to 2006?

To: Seeker of Truth who wrote (44754)	7/21/2001 2:02:04 PM
From: Thomas Mercer-Hursh	Respond to of 54805

There IS an argument for buying SEBL at this point Isn't that what I was just saying? Deep down it's because like all of us I've been bruised so badly that I want an exceptionally conservative metric. Understandable, but then one risks missing opportunities.