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To: Bill Harmond who wrote (9702)11/20/2001 7:44:47 AM
From: Oeconomicus  Read Replies (1) | Respond to of 57684
 
From WR Hambrecht's estimates, these companies look about the same on a per share basis. Look at the EBITDA/share estimates for 2002 (why can't one analyst measure two companies in the same business using the same metrics?). Same EBITDA/share estimates - to the penny. They do project higher top line growth for DGIN (again, from a smaller base), but it's current valuation, relative to 2002 EBITDA, is 80% higher. Price/sales is twice that of S1. Both good companies, but on a valuation basis, S1 is a better buy.

JMO of course,
Bob