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.

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

To: Chuck Williams who wrote (70674)	2/27/2001 11:06:59 PM
From: HairBall	Read Replies (1) \| Respond to of 99985

Chuck William: I did not say I expected a dive tomorrow. I was just commenting on the possibility of a dive if 1864 did not hold on the NDX. That is about 100 points down from today's close. Regards, LG

To: Chuck Williams who wrote (70674)	2/27/2001 11:12:37 PM
From: Les H	Respond to of 99985

You're looking at old data. SNDK's PE is 20. P/S or P/B may become a better metric since the E's are on a slippery slope, and P/S and P/B are pretty low for SNDK. P/B of around 2, and P/S of around 2.5.

To: Chuck Williams who wrote (70674)	2/27/2001 11:41:12 PM
From: DukeCrow	Read Replies (1) \| Respond to of 99985

Also, the PE on some of the stocks are ridiculous. SNDK with a PE of ~5, FDRY 18, ORCL 19... I'm not quite sure how you calculated those PE's, but only the PE for FDRY is correct. SNDK has a trailing 12 month PE of ~18 (TTM EPS of $1.30), and a forward PE of ~19 (2001 earnings are estimated to decline to $1.19). ORCL has a trailing 12 month PE of ~50 (TTM EPS of $0.435). There might be some confusion with this number since you need to adjust some of the previous quarters' numbers for the October 2-for-1 split. For all these earnings, I used the numbers reported in the press releases (adjusted for splits), so even these PE's may be distorted depending on whether one agrees with those "pro forma" numbers which often exclude a lot of charges. I think I got these numbers right, so if I didn't please correct me. Ali