So DPI is est. 1.5B market and policy management is est. 1.2B market by 2016. So 2.7B market. best estimate of PKT’s market share of this?? Fair to say 10%? So say $50M in revenue in 2012 then YoY revenue growth is (2.7b*.1/50M)/4=135% YoY revenue growth? If not can you tell me why?
If more or less accurate then Yahoo shows a forward PE of 45, correct to say that 135% YoY growth should have a higher PE? I’m thinking mature companies grow at about 10% with about a 10 P/E so roughly 1% of growth is 1$ in PE…..If so then PKT should be trading for about $30 = $10.50*135/45….not to mention that you should pay up for growth…..