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Technology Stocks : Internet Analysis - Discussion
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To: Joe E. who wrote (55)2/2/1999 3:59:00 PM
From: Chuzzlewit  Read Replies (1) of 419
 
Joe, I don't use them to get a market discount rate per se. Rather, I use them to generate a feeling for the cost of growth of a particular company vs. the market as a whole. These calculations tend to indicate that if AOL were trading at around 40% it would have a price consistent with its growth rate and risk with respect to the general market. It also indicates that DELL is close to being fully priced, and that NETA and TLAB are selling at a considerable discount to the market.

I use this as a tool to look for "value" in growth stocks. Remember, one of our original problems was to try to figure out whether the i-net stocks were trading at reasonable levels, or, put another way, are investor expectations out of line? This is the best I could come up with. Do you have any comments or criticisms about the metrics?

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