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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: exp who wrote (26391)2/2/2002 9:52:31 PM
From: LTK007  Read Replies (1) of 99280
 
<<Arguments FOR HIGHER Fair Value of NAZ:
(a) 2002 is the year of emerging from a recession so the eps are still depressed, therefore 2003 eps may be a better gauge of "normal" tech eps
(b) many NDX and other NAZ companies are still at an early stage of growth so they have negative eps which may become positive eps in the future
(c) A higher than 50% premium over SPX P/E may be afforded to NAZ P/E due to faster than historically assumed growth in earnings>> this is what is called FUDGERY or varied tricks to push an oversized round peg into an undersized square hole--if it don't fit use a sledge hammer--great science, NOT!:)
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