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Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!! -- Ignore unavailable to you. Want to Upgrade?

To: Mark K. who wrote (2431)10/22/1998 5:13:00 PM
From: Punko  Read Replies (1) | Respond to of 3194
 
I'm assuming 20-30% y/y revenue & earnings growth. This would put the PE conservatively at 20, with gradual increase to 30 or beyond if they can sustain or (hopefully) improve the growth rate. Given this, 4-5 looks like a strong bottom.

The reason I'd assume a relatively low PE is the risk/reward. ODI is in a rapidly changing/evolving business with formidable competitors, yet it has managed an unspectacular (imo) growth rate to date. There is a strong fear factor that ODI must overcome, and the way to do this is to put up big numbers.



To: Mark K. who wrote (2431)10/23/1998 8:30:00 AM
From: Edward F. Horst Jr.  Read Replies (1) | Respond to of 3194
 
What Goldman needs to consider doing, if we're correct in our assessment of stronger growth in 1999+, is to provide new guidance to Analysts. The ball is squarely in the companies court to educate The Street if 1998 was the base building year for accelerated growth in 1999 and beyond!


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