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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (40988)	3/15/2002 8:13:21 AM
From: LTK007	Read Replies (1) \| Respond to of 99280

Dave i am sorry but PEG estimates have proven in the past to be very wrong. They are pumped up by figures of absurd growth estimates.Many got toasted,i am sure, investing on PEG in regards to tech stocks,especially. Apppreciate your labor but those PEG numbers generated by analysts are not a good predictive. IMO,of course:) Max

To: Dave Gore who wrote (40988)	3/15/2002 11:34:14 AM
From: the_wheel	Read Replies (1) \| Respond to of 99280

''If you buy tech stocks now, you'll probably be happy a couple of years from now.'' 06/02/00 tech names such as Cisco Systems and Oracle may not be bad bargains. Dell offers a better risk-reward ratio even though its P-E is more than double 3M's. Message 17201013 usatoday.com Well let's see you link an article from June 2000 which recommends CSCO ORCL DELL over MMM based on PEG growth and then you suggest that you should charge for this service. Well its almost two years now as they suggested you wait and your returns are CSCO 60to16 ORCL 40to13 DELL 50to26 and the stock to avoid MMM 80to120. YEP I would say you should charge BIG bucks for this advice, relative performance is much higher than the average analyst that was recoing JDSU JMPR CMGI ETYS LU WCOM etc. I would suggest $5M min ********** <I need to charge for this stuff>