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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: techreports who wrote (44758)	7/21/2001 10:54:11 AM
From: Seeker of Truth	Respond to of 54805

Let me get more accurate in my fantasy description of the point of view of the buyer of SEBL at present prices. This year's earnings will be 60 cents. Over the ensuing five years, let's say the growth rate will average 27.3%. This means the earnings per share in 2006 will be exactly $2.00. As for 12% in 2002 over 2001 neither I nor my phantom SEBL enthusiast has any idea about that. This guesstimate is 27.3% over a five year period. I believe it's easier to be closer with a time range than with a particular year. If we think that 12% is the best estimate for the next 5 years then obviously one is overpaying at the present price. I state emphatically that I won't buy at present prices. For one thing we have to get current 10Q's etc and check out the cash flow. But the long term looks great. Somebody working at company A has good experience with Siebel's software. Somebody at company B also has good experience with same. You are a decision maker at company C, and you hear from both of those people. Naturally you are favorable to SEBL. There's a network effect, typical of a gorilla. etc. etc.