DATA POINTS: PC SOFTWARE P/E RATIOS.
PC Software Company P/E Ratios* P/E Market Cap (millions) Microsoft MSFT 47.0 $413,428 Adobe ADBE 61.6 $16,287 RealNetworks RNWK n/e $8,565 Intuit INTU 15.0 $8,304 Macromedia MACR 987.2 $6,124 Red Hat RHAT n/e $4,443 E.piphany EPNY n/e $4,423 Citrix CTXS 34.8 $4,246 Novell NOVL 19.3 $3,634 Network Associates NETA n/e $3,372 Symantec SYMC 19.4 $3,209 Autodesk ADSK 28.1 $1,406 Allaire ALLR n/e $1,251 Accrue ACRU n/e $929 Phoenix PTEC 102.0 $498 Inprise INPR 7.3 $388 MetaCreations MCRE n/e $369 MapInfo MAPS 60.1 $340 Great Plains GPSI 55.9 $311 SPSS SPSS 19.4 $292 Click2Learn CLKS n/e $287 NetManage NETM n/e $261 Interact SLGX n/e $259 Media 100 MDEA 146.1 $205 ClickAction CLAC n/e $182 White Pine WPNE n/e $177 Santa Cruz Operation SCOC n/e $175 NetObjects NETO n/e $168 Artisoft ASFT n/e $154 Learn2.com LTWO n/e $153 Concur Technologies CNQR n/e $151 Centura Software CNTR n/e $142 INSO INSO n/e $135 Insignia Solutions INSGY n/e $128 Smith Micro Software SMSI n/e $93 ScanSoft SSFT n/e $86 Timberline TMBS 9.2 $82 Ontrack Data ONDI 15.9 $80 Omega Research OMGA n/e $75 Pervasive PVSW n/e $70 Interplay IPLY n/e $69 Rogue Wave RWAV n/e $64 Previo PRVO 25.0 $51 Bitstream BITS n/e $42 ON Technologies ONTC n/e $41 Aladdin Systems ALHI 72.5 $34 Vizacom VIZY n/e $32 Diehl Graphsoft DIEG 19.1 $29 MathSoft MATH n/e $26 Eagle Point EGPT n/e $21 DataWatch DWCH n/e $19 eGames EGAM n/e $17 Micrografx MGXI n/e $13 American Edu. Cmptr. AEDU n/e $13 Omnis Technology OMNS n/e $9 Touchstone Software TSSW n/e $8 * Ratios and market capitalization as of 7/17/00. n/e = no earnings.
GIGA INFORMATION GROUP analyst Laura DiDio on Novell's recent sales decline: "They've got another two or three quarters to turn things around. Otherwise, Novell stands on the brink of becoming the Banyan Vines of the 21st century." (Quoted in Computerworld, 5/8/00)
IBM chairman Lou Gerstner on his willingness to pull the plug on IBM's money-losing PC division: "We'll do whatever it takes. We're not going to let this business be a continual drag on the company." (Quoted in Information Week, 5/15/00)
QED GLOBAL chief executive Ken Balick on Japanese attitudes toward failed startups: "Failure is not looked upon as a good thing. It's not like in America where you can bankrupt three companies and still go to a VC, and they say, 'Oh, you have business experience.'" (Quoted in Silicon Alley Daily, 6/1/00)
CITRIX SYSTEMS chairman Ed Iacobucci on his reaction to being squeezed out of the company he founded: "I put my heart and soul and spirit into this company. Like a parent, I'm very anxious... but the company has grown and it's at a stage where it's making its own decisions." (Quoted in The Wall Street Journal, 6/26/00)
COREL chairman Michael Cowpland on his personal reaction to his company's recent financial roller-coaster ride: "I consider getting bored the worst thing that can happen, so I make sure I'm never bored." (Quoted in The Wall Street Journal, 7/3/00)
SOFTBANK VENTURE CAPITAL managing partner Gary Rieschel on his firm's new investment perspective: "Before the crash we talked about market share and world domination. Now we have more prosaic concerns." (Quoted in The Industry Standard, 7/24/00)
MICROSOFT chairman Bill Gates on his company's long-term survival: "Sure, some year we'll blow it. I mean companies don't last forever." (Quoted in Business 2.0, 8/8/00)
Jeffrey Tarter editor & publisher Softletter 66 Mt. Auburn St., Watertown, Mass. 02472 Tel 617/924-3944 Fax 617/924-7288 www.softletter.com
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|Date:||Jul 24, 2000|
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