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To: James Clarke who wrote (325)	9/23/1998 10:55:00 AM
From: Investor2	Respond to of 4691

Thank you very much for the earnings estimates. 1. Are those estimates of operating earnings or net income? 2. Are you aware of an online source for the S&P 500 earnings, both actuals and estimates? Thanks again, I2

To: James Clarke who wrote (325)	9/23/1998 2:01:00 PM
From: moat	Read Replies (1) \| Respond to of 4691

Where could we look up SP500 earnings estimates on the Web? you wrote: "Consensus Wall Street estimates for 1998 of $46.87 on the S&P, and most people think the third and fourth quarter still have to come down further. 1999 estimates have dropped hard in the last couple months, and now predict only 6% earnings growth to $49.73. And nobody is comfortable with that number. If you ask people what they really think, they're just hoping earnings don't keep declining through 1999."

To: James Clarke who wrote (325)	9/25/1998 1:17:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 4691

in regard to expected earnings for the S&P (your post if Sep,22) This was was posted on the Dell thread by our resident analyst CTC: how much is Dell expected to earn over the next four quarters? Using that number what is the forward p/e? At what rate is Dell's earnings per share expected to grow? So what is Dell's PEG. Now the same exercise for the S&P500. So divide the PEG for Dell by the PEG for the S&P500. That gives you the CNPEG. Is it less than 1? If so, then Dell's growth is cheaper than the market growth. Can you see what he is driving at? I am an English major and I got lost here, although he is saying Dell, given what it is expected to earn, is cheap compared to the S&P? What's your view? jhg