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Technology Stocks : Trading TAVA
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To: Jack Zahran who wrote (152)2/23/1998 2:50:00 PM
From: Skeptic  Read Replies (1) of 655
 
What I read from your statements is that the companies revenue will decrease after 2000 thus we can't ascribe a P/E ratio for the Y2K revenue of more than 1. I totally disagree with that and I feel such statements are naive and short-sighted.

I thought my last post was clear but I'll try one more time. There is a difference between earnings from Y2K work and earnings from systems integration work that is a follow-on to Y2K. I am saying that earnings from Y2K don't deserve a multiple because they are not recurring. Yes, Y2K work can lead to more systems integration work and earnings. I am choosing to separate the two effects. The Red Chip Review valuation analysis took exactly this approach. Perhaps their analyst is naive and short-sighted also?

P.S. P/E ratios are applied to earnings, not revenues.
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