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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (26415)	11/24/2005 9:31:34 PM
From: Bill Harmond	Respond to of 57684

ThinkEquity on Opsware Early Growth Story Gaining Steam Solid close to 3Q with upside in bookings. We are maintaining our Accumulate rating and $7 price target. We continue to believe that we are early in the nascent market for network/server automation. The upside was fueled by continued acceleration with the Darwin release (server automation 5.1) and continued network automation traction. We are positive on the channel development, but believe it will take several quarters to see a meaningful impact. Our $7 price target is 7x EV/sales based on our 2007 sales estimate of $94 million.