Jim's Nasdaq100 Special as a basket. Message Board

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Strategies & Market Trends : Jim's Nasdaq100 Special as a basket.

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To: Casaubon who wrote (1967)	2/24/2001 9:57:55 AM
From: Louis V. Lambrecht	Read Replies (1) of 2103

Casaubon - agree for nascent technology. MSFT, CSCO, INTC, SUNW, ORCL nascent technology? If you take the Nasdaq 100, one third of the companies do not meet the criteria anymore and should be delisted. Nascent technology is amongst the 100 largest (or soon to be) Nasdaq market caps which are not part of the Nasdaq 100. Nasdaq 100 is old new tech, not nascent IMHO. I agree with Lee, my mark in the sand is a P/E of 14, fair value. And I mean P/E, not the figures we are fed with: excluding one time charges, excluding acquisitions (and goodwill),... why not "excluding all charges"? Also, some companies still have stakes in other companies at cost: GAAP allows this. Topannuity's P/E of 32 still seems +2 times overvalued to me. My current WAG is that the Nas is still 3 to 7 times overvalued. "Real" figures, including charges and expenses.

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