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Technology Stocks : New Era of Networks (NEON) -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (385)4/27/1999 7:28:00 PM
From: David Perfette  Respond to of 1222
 
Question to the thread. In my quest to figure out exactly what Neon's software does and evaluate it's investment potential, I have a few concerns. I just looked at their homepage, it appears to me that they do essentialy the same thing as Citrix? Is this true? If so, then on a valuation basis it could be said that Neon with an expected growth rate of 55%, a pe of 80x '99 earnings and 50x '00 earnings, that they are pretty much fully valued. When compared to Citrix, 40% growth, 30x '99 earnings and 24x '00, neon is selling at quite a bit of a premium. Also, given that earnings are pretty much inline, I'm wondering where is the catalyst for appreciable stock growth in neon?
Any thoughts would be greatly appreciated.

Thanks



To: Susan Saline who wrote (385)4/27/1999 11:24:00 PM
From: John Ritter  Read Replies (1) | Respond to of 1222
 
I was thinking of buying NEON at 38 and was disturbed that I did not do so, but then again the increase seems positive, perhaps tomorrow I will buy. Thanks for the commentary Susan. I have been bottom feeding of late, and am thinking some changes in this strategy are in order.


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