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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (9198)3/30/2003 11:56:44 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 96005
 
RE: "PEG"

I ascribe very little value to PEG for technology stocks. PEG usually depends on two estimates, the earnings estimate that is the E part of PE and the growth estimate that is the G. A precise number, PEG, based on two very unreliable estimates, E and G, and the price, P, seems to be a recipe for self-delusion.

For technology investing, I would suggest that the reliability of E and more importantly of G is the key.



To: Return to Sender who wrote (9198)3/30/2003 2:40:28 PM
From: Berk  Read Replies (1) | Respond to of 96005
 
"we are getting closer to that portion of the year where stocks under perform." I agree with that but ultimately the market gets to tell us what it wants to do. That would also seem to apply to Cary's concerns.


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