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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: paul e thomas who wrote (7588)11/5/1997 8:12:00 PM
From: CalculatedRisk  Read Replies (1) of 13949
 
Paul, incorrect.

First, the issue of terminal value is addressed explicit in my analysis. I never implied earnings would stop in 2000.

Second, I clearly stated that I do not follow IMRS and for everyone to use their own estimates for earnings in '98 & '99 and revenue for '00.

Third, the major "error" in my analysis is that the discount rate is too low. But I was trying to be generous.

Fourth, any analyst who thinks IMRS will continue to grow at 42% per year over the next 5 years is an amateur or worse.

Fifth and most enjoyable: Not a serious Financial Analyst? I'll pass that one on ...

Good Luck with your investments. Bill
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