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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: techguerrilla who wrote (19779)11/27/2000 2:35:29 PM
From: pinhi  Read Replies (1) | Respond to of 65232
 
Remember John, those are trailing PEs. Must really look at forward earnings numbers. For instance, Merrill has an April FY '02 estimate of .60 for NTAP. That's about 16 months out, but it's pe would be 91 if those numbers came in as Merrill expects. FY'01 is .41, BTW.

Pinhi
P.S. Of course the Big question is if those numbers actually come in or would a recession (or possiblity of one) reduce those numbers.



To: techguerrilla who wrote (19779)11/27/2000 3:18:13 PM
From: edamo  Respond to of 65232
 
tech...i think qcom is out of the woods as far as valuation...providing it maintains growth.....ntap at 250, brcm around the same level and brcd at 500 very vulnerable........it appears that these issues are being shorted based on valuation, as they drop, low cost basis shareholders capitulate and lock in profits...this is typical of an issue that has had a parabolic rise....the question is which ones will regain upward momentum?


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