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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?


To: Dave Dickerson who wrote (4138)10/17/1998 2:26:00 PM
From: Baldwin  Respond to of 7342
 
Dave....to Yahoo string i go.....consider it done....and thanks for your input!



To: Dave Dickerson who wrote (4138)10/17/1998 3:13:00 PM
From: Chuzzlewit  Respond to of 7342
 
Dave, thanks for a wonderful summary! I'm very pleased that I increased my holdings in TLAB by 33% during its visit to the 30's. I've published this before, but once again I'd like to get this information out. The S&P is selling at around 23 times next years earnings with an estimated long-term growth rate of about 7% for a PEG of 3.28. TLAB is selling at around 19 times its '99 earnings and has a long-term growth rate of around 30%, which yields a PEG of roughly 0.63. Dividing the S&P PEG into the TLAB PEG yields a CNPEG of 0.19.

This is a startlingly low number!!! The conclusion is that if the markets are properly priced, then a huge amount of disappointment is still priced into this stock. That does not jibe with Birck's comments.

Thanks again, Dave, for taking the time to keep the thread informed.

TTFN,
CTC



To: Dave Dickerson who wrote (4138)10/19/1998 4:55:00 AM
From: Thomas Haegin  Respond to of 7342
 
Dave, thank you very much for your 2 valuable summaries on the TLAB conf call. I read them with great interest and appreciation. I will try to submit my 2 cents on your "economic post".

Tom