Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: ricky who wrote (399)	2/24/2001 10:37:27 PM
From: pat mudge	Respond to of 3294

Are there any other fiber optic stocks you like ? I own ALAO and NUFO. There are others I like, but I can't own them all. Pat

To: ricky who wrote (399)	2/25/2001 12:19:45 AM
From: bob zagorin	Respond to of 3294

re: valuation. PE is not an abstract. it has to be viewed in relation to growth rate aka PEG. would you rather own a stock with a PE of 20 that is growing at 10% or a stock with a PE of 40 that is growing a 50-100% Y/Y. i also think WS is misunderstands R&D. they see at as a straight expense that only detracts from profit. I see it as a valuable tool that allows tech cos. to drive their own growth rates. this is a Murphy concept but i like it. he has formula for adding R&D into the mix. anyway, it's obvious that anti-tech (Barron's) crowd has the field now but the worm will turn soon.