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Technology Stocks : Internet Analysis - Discussion
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To: Steve Robinett who wrote (346)4/25/1999 12:47:00 PM
From: musea   of 419
 
Steve,

Indeed lightweight. One thing these folks never seem to do is publish the results of a sensitivity analysis (if they even bother to do one). The dependence of the final results on the initial assumptions is quite startling, especially changes in the first few years earning growth assumptions. I tend to discount analyses of this type unless they publish the full table of results.

Particularly of interest is the conclusion on AMZN. Since their earnings are vanishingly small today (possibly negative), what does 50% earnings growth really mean? Not clear to me.

Thanks for digging this up on a slow Sunday.

-musea
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