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Technology Stocks : Corning Incorporated (GLW) -- Ignore unavailable to you. Want to Upgrade?

To: jack bittner who wrote (627)	6/29/2000 2:48:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 2260

but you pay 10 times as much per $ of earnings You say SDL is trading at 10 times the PE of NT. Your basis for this is TTM for SDLI and 01 estimates for NT. That is a hilarious bait and switch which I won't even bother to deconstruct for you. Either you are very confused, or you just want to make an improper comparison.

To: jack bittner who wrote (627)	6/29/2000 4:46:00 PM
From: hasan syed	Respond to of 2260

Jack, excellent points. However, if when you state you're comapring growth w/ earnings multiples, its always a good idea to look further into it. Growth relative to P/E is helpful but I find it helps to look at PSR (price/sale ratio) as well. The revenue growth can be just as important as the bottom line since EPS elude more to earnings minus cost structures and expenses whereas revenue growth is more indicative of the quality of earnings in high growth companies. Often, these so-called "estimates" of earnings we are given can be way off. Examples are the recent guidance given by both GLW and SDLI. Sometimes comapnies can be very quiet and report truly amazing earnings (AMD did this last quarter when it beat by 98%...almost double the so-called analyst estimates).