Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 157.09

-1.7%

3:59 PM EST

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To: John Cuthbertson who wrote (9769)	4/20/2001 9:07:51 PM
From: Kirk ©	Read Replies (1) of 10921

no, no, no... My method is correct. I just assumed the top 11 companies were a single entity. Consider QQQ ONE company with 100 divisions if you want. I sum their market caps and sum their TOTAL earnings then divide. The $2,780,171,450 loss for VTSR subtracts from the $9,643,752,000 earnings of MSFT. This WILL give lower overall earnings and thus a higher P/E as it should. It is the ONLY way that makes sense. Operating earnings vs write-offs.. That is where securities analysis becomes an art... Make the right assumptions and you can find the gems in the rough. Kirk

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