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To: zonder who wrote (199224)10/22/2002 11:46:48 AM
From: stan_hughes  Respond to of 436258
 
No dis intended, but you have to consider that all forms of earnings do not deserve the same multiple when doing those 'valuations'. Furthermore, Big Blue has a lot more skeletons in the closet than just PE issues.

IBM has chosen to follow a path of degradation in the quality of their income streams. Even PE 15 is too high IMO, BWTFDIK. All I can say for sure is that one day one of us will be proven correct



To: zonder who wrote (199224)10/22/2002 11:53:57 AM
From: Win-Lose-Draw  Read Replies (1) | Respond to of 436258
 
Luc, i think you've got yourself a live one...(eom)

you guys don't care much for valuations

you couldn't be more wrong...good luck to you!



To: zonder who wrote (199224)10/22/2002 12:04:12 PM
From: who cares?  Read Replies (1) | Respond to of 436258
 
MMM, anyone? or PG? These two are trading at twice the multiples of IBM.

I think you're onto something here. I am going to scan all companies by their PE's and get long the low PE ones as they must be undervalued. One question, what about the negative number ones? Should I consider those deep value?


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