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Technology Stocks : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?


To: James Word who wrote (1386)1/6/1998 5:57:00 PM
From: FJB  Read Replies (1) | Respond to of 2946
 
Uh James, did you try adding back the one-time charge(these are never included when looking at valuation)? That should give you a clearer picture. Also, if earnings were flat from last quarter for the entire year(98) they would be trading at a P/E of 20. Based on estimates they are trading at 12.8 X '98 earnings. Lastly, compare SVGI's trailing PSR to your favorite semi-equips. The stock is cheap by all valuation measures.

Hope this helps,

Bob



To: James Word who wrote (1386)1/6/1998 8:15:00 PM
From: LLCF  Read Replies (1) | Respond to of 2946
 
<you see that its PE is something like 461! That seems to be an order of magnitude too high. Seems like a rip off!>

Looks like they have a different "E" than the rest of the street...wonder where they get that? Check out earnings estimates with first call. PE more like 12-15 I think.

DAK