Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (18277)	3/7/2004 11:07:26 PM
From: Amy J	Respond to of 306849

Elroy, "Corporate income swings between 6% and 18% of total national income" Do you know where the % is today for corporate income? Wonder if a shift in revenue source (suddenly more international than domestic) have an impact on the conclusion, in the scenario where a corporation doesn't move its revenue out of the country where it was derived. RE: chart Thanks for the chart. Would love to see a local chart on Silicon Valley, using its local median house price divided by Nasdaq 100. Regards, Amy J

To: Elroy Jetson who wrote (18277)	3/9/2004 11:34:14 PM
From: Amy J	Respond to of 306849

Elroy, "Nasdaq 100 P/E" Nasdaq PE was 105 in 2000 and is currently 28.5. If the median house in Silicon Valley was $425k in 2000 (I'm guessing) and is currently $575k, then the stock pe/housing ratio between 2000 and 2004 is: 5:1 Regards, Amy J money.cnn.com Back in March 2000, the S&P 500 technology sector was trading at 48 times earnings estimates for the following four quarters while the Nasdaq 100 had a P/E of 105, according to First Call. Now, the S&P 500 technology sector is trading at about 27 times forward earnings estimates and the Nasdaq 100 has a P/E of about 28.5. ... Ritholtz added that one encouraging sign of a change in the market's view toward techs is that the Dow is currently trading at about 5.2 times the level of the Nasdaq. Ritholtz said the Dow-Nasdaq ratio has averaged about 5 since 1980. But in March 2000, the ratio was just 2, which really illustrated how absurd tech valuations had become. money.cnn.com