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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Fun-da-Mental#1 who wrote (52073)5/25/2000 1:48:00 PM
From: HairBall  Respond to of 99985
 
Fun-da-Mental#1: Thanks for the fundamental work...very informative!

Regards,
LG



To: Fun-da-Mental#1 who wrote (52073)5/25/2000 2:24:00 PM
From: Road Walker  Respond to of 99985
 
Fun-da-Mental#1,

Wow, great work. It's interesting to go down the list and predict which companies have the potential to maintain their growth rate.

If the Fed succeeds in slowing growth in order to stop inflation, then the market has to fall.

One thing to keep in mind is that many of those companies do over 50% of their business overseas. For instance, Intel does about 55% non-domestic. From my faulty memory, at their last report, growth rates were 30%+ Asia Pacific; 30%+ Latin America; 8% Europe and 15% North America. The fed can slow domestic growth, but how much effect will they have on other world regions?

Thanks for the information, very valuable.

John



To: Fun-da-Mental#1 who wrote (52073)5/25/2000 10:40:00 PM
From: Casaubon  Respond to of 99985
 
nice work, Thanks!



To: Fun-da-Mental#1 who wrote (52073)5/27/2000 11:17:00 AM
From: Jack Hartmann  Read Replies (2) | Respond to of 99985
 
Fun, I missed how you arrived at the PEG figure. I thought it was PE divided by earnings growth rate.
Jack



To: Fun-da-Mental#1 who wrote (52073)5/29/2000 5:08:00 PM
From: Fun-da-Mental#1  Respond to of 99985
 
An error has been brought to my attention. In the table I posted a few days ago, the numbers in the column labelled PEG are the future earnings growth estimates, not PE/Growth.

Fun-da-Mental