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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ferrari who wrote (4146)	2/10/1998 9:59:00 AM
From: Bald Eagle	Respond to of 6980

<<stock's relative p/e is 1.33>> What's a relative PE, relative to S&P or what?

To: Frank Ferrari who wrote (4146)	2/10/1998 11:01:00 AM
From: Frank Ferrari	Read Replies (1) \| Respond to of 6980

ADSL - MVL and a dissenting opinion on the move towards the UAWG standard exchange2000.com Maybe BAY/Paradyne is the best choice. Cheers Frank

To: Frank Ferrari who wrote (4146)	2/10/1998 9:07:00 PM
From: WBendus	Read Replies (1) \| Respond to of 6980

Frank, Typically a PEG is used over a 12 month forward EPS estimate. Therefore, since Bay is through its second quarter you should now take the balance of F98 estimates and half of F99 to get a rough approximation of the PEG. This suggests that Bay is trading at a PEG = .87 [(31.75/((1.09 - .46)+(.5*1.57)))/25.8]. Historically technology stocks have traded at PEGs around 1.20 and have been considered "value plays" any where below PEGs of 1.00. Wayde.