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

To: Math Junkie who wrote (74276)4/6/2001 9:37:44 AM
From: Doug  Read Replies (1) | Respond to of 99985
 
R.P: That list may be based on trailing earnings. No one has a clue about forward earnings.

So its best to base our valuations in terms of the PSR during past SEMI cycles. That was my basis why I thought them to be overvalued.

It may be prudent to wait till we hear some positives in the CC's.



To: Math Junkie who wrote (74276)4/6/2001 10:16:36 AM
From: Les H  Read Replies (3) | Respond to of 99985
 
The earnings estimates are falling fast. Intel's P/E is now over 40. The P/E based on 2002 is about 25. I'm also finding many of the price-to-book ratios are less meaningful as a result of a large amount of goodwill residing on the balance statement, some companies as much as 80% of the book value.


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