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Technology Stocks : Adaptec (ADPT)
ADPT 16.17+1.6%Jan 5 3:59 PM EST
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To: Mark who wrote (1456)3/29/1998 7:57:00 AM
From: Fred Fahmy   of 5944
 
Mark,

<Furthermore, what PER would you reasonably give to a company with declining earnings ?>

The key question is 'are the declining earnings a short term phenomena or the beginning of a long term trend?'. When people compare P/E's to earnings growth rates (i.e. PEG), the earnings growth rate used is usually a 5 year projection not a snapshot in time (i.e. one year vs. the next).

For the record, I established a position on Friday. I Still see some downside risk but from my perspective the long term risk/reward ratio going forward looks very favorable.

FF
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