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Technology Stocks : TLAB info?
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To: llwk7051@aol.com who wrote (5433)4/26/1999 6:20:00 PM
From: Rafael Silva  Read Replies (1) of 7342
 
E-mail received from Jim Jubacks:

I didn't use trailing earnings. I used projected earnings for 1999--one
quarter in and three to go. And then I tried to figure out what a reasonable
PE would be on those earnings. You seem to object to using the current
trailing PE as the basis for figuring out what the trailing PE would be in
January 2000 but that's not especially relevant. If you use a forward pe on
forward estimates, you still have the same problem. What is the appropriate
forward PE to use?

I think the issue comes down to how you want to pay for the management's
projection of earnings. I did factor what management said into my attempt to
estimate a PE. I guess I just didn't find the promise to be worth as much as
some other folks did.

-----Original Message-----
From: Rafael Silva [mailto:r.silva@codetel.net.do]
Sent: Sunday, April 25, 1999 10:56 AM
To: Jim Jubak
Subject: NSN Article

Figuring out what that stock is worth

To: Rafael
<https://www.siliconinvestor.com/profile.aspx?userid=7226085> Silva (
5432 <https://www.siliconinvestor.com/readmsg.aspx?msgid=9116293> )
From: John
<https://www.siliconinvestor.com/profile.aspx?userid=908372>
Carragher Saturday, Apr 24 1999 7:29AM ET
Reply # of 5449

I'm surprised that Jubak used trailing earnings for his calculations. He
knows better!!!!!!!!! He also doesn't take into consideration management's
statement of future growth. Based on the history and credibility of them I
find it strange he wouldn't factor some of it into his numbers. After all he
is trying to come up with some estimate of future worth. John

ps Perhaps you should invite Jubak to visit our thread
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