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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: paul_philp who wrote (45720)	8/22/2001 4:56:43 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Re: Bothered by Moore's comments. The chap quoted by Moore says something less meaningful than he thinks. He thinks that the PEG ratios are too high. But what is the G? For example an analyst at Goldman Sachs thinks that Siebel will get a 7% increase of earnings in 2002 compares with 2001. So at a little over 40 times earnings Seibel has a PEG of 6. But if we mean a long term growth rate, e.g. G = 23%, let's say, then the PEG is less than 2. As far as saying that there are at least two more quarters till we start to see daylight, there's no basis given for the number two, it might in fact turn out to be 1 or 7, who knows?