SI
SI
discoversearch

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.
Technology Stocks : CheckFree (CKFR) -- Ignore unavailable to you. Want to Upgrade?


To: g_m10 who wrote (4730)6/2/1998 10:55:00 AM
From: Longterminvest  Read Replies (2) | Respond to of 8545
 
>>they award companies with P/E in the rage of 60-70 of future earnings.Look at MSFT, DELL, CSCO, etc.
>>A year from now the Street will be using projections for Y2000 to price the stock,

Q 1)Why do you think that 60-70 is a comparable multiple for this kind of business?
Q 2)The consensus estimates for 2000-2001 are let's say $1, and if you apply 40-45 (equal to LTCAGR of 45% for e-commerce) multiple, the stock should be trading at 40-45 in Y2000.

Regards,

-kalpesh