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Technology Stocks : How high will Microsoft fly?
MSFT 510.37+1.4%Nov 14 9:30 AM EST

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To: John F. Dowd who wrote (39016)3/4/2000 11:33:00 AM
From: Valley Girl  Read Replies (2) of 74651
 
JFD and all:

Speaking of valuation, here's a compilation of earnings estimates and analyst recommendations, source Zack's:


Fwd EPS EPS 5yr% Fair Analysts
Stock Price P/E P/E 2000 2001 grow P/E Ratings
================================================================
INTC 119 54 41 2.89 3.43 20% 42 1.67 Buy
SUNW 98 128 94 0.91 1.16 22% 46 1.62 Buy
MSFT 96 57 53 1.68 1.93 23% 48 1.54 Buy
BGEN 118 79 66 1.80 2.15 24% 50 2.00 Buy
ORCL 76 148 119 0.57 0.70 25% 52 1.61 Buy
AMAT 190 75 49 3.89 5.22 26% 54 1.64 Buy
NOK 220 94 78 2.83 3.54 27% 56 1.43 Strong Buy
EMC 118 108 82 1.44 1.89 30% 63 1.32 Strong Buy
CSCO 137 180 117 1.02 1.31 30% 63 1.36 Strong Buy
SEBL 155 247 184 0.70 0.98 39% 88 1.53 Buy
MEDI 204 255 108 1.88 2.81 47% 117 1.27 Strong Buy
JDSU 280 350 306 0.72 1.11 47% 117 1.47 Strong Buy
RFMD 175 276 221 0.79 n/a 50% 129 1.54 Buy
RMBS 286 789 469 0.61 1.77 75% 279 2.00 Buy


The "Fair P/E" was calculated on the 5-year growth rate discounting against a baseline 30 P/E for 12%. It's just a calculation and not meant to be a recommendation one way or the other.

Some of these stocks look awfully steep. MSFT looks reasonably priced.

Have a great week-end!
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