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

To: Venkie who wrote (24813)	12/13/2000 8:23:43 PM
From: Percival 917	Respond to of 65232

Hi Venkie, Just checked my source and also SI and SNDK's PE is indeed 16. Pretty amazing isn'y it!!!! Later, Joel

To: Venkie who wrote (24813)	12/13/2000 10:58:21 PM
From: locke_1	Respond to of 65232

Hi Venkie, The PE for SNDK is somewhat misleading. There was a one off gain this year which has skewed the PE. The actual ttm PE from earnings due to operations is 75.79 given today's closing price of 59.875... On another note, my congratulations to all for the most excellent speeches and spirit of reconciliation as expressed by the two candidates and the members of this porch... We have a bright future.... (just hope the blooming Fed sees to it...grin)... My deepest regards to all and on to a hopefully excellent holiday season and next year....

To: Venkie who wrote (24813)	12/14/2000 6:45:28 AM
From: edamo	Respond to of 65232

venkster....yes, sndk pe around 16.... that is the point i've been trying to make...many higher growth tech stocks have great intrinsic and fundamental value. part of the reason that i'm shying away from brcm, until the market has confirmed a reversal....low pe's with assured earnings will not get a whole lot lower....high pe's still in the bull's eye.....in a perceived good economy going forward, and if company specific fundamentals remain sound, i'm of the belief that a 15 pe can move quicker to an expanded 45, then a 323 pe can move to a 1000....for brcm to triple it would mean a market cap of 96bil...for a sndk or atml, a tripling of pe would equate to a 12-18bil market cap...