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Strategies & Market Trends : Nasdaq 100 Analysis
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To: lh56 who wrote (80)4/16/2002 3:16:17 PM
From: Steve Lee   of 238
 
Compared to its companions in the NDX, a PS of 2 is undervalued. Depends on the margins in the particular business though. A PS of around 10 for QCOM is more reasonable than a PS of 10 for a chipmaker because QCOM's margins can be higher as an IP licensing outfit.

Not done much analysis of Comcasts's business but I would guess their margins are pretty low and likely to stay that way. If you want to go long, consider hedging with a high PS high market cap like LLTC or MXIM. That way you are likely to be OK in the face of a further general tech meltdown.
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