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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Irish Paddy who wrote (21570)	1/2/1999 9:34:00 AM
From: rhet0ric	Respond to of 213177

That would suggest that all EPS are recalculated to (say) Sept 30. Thanks Irish Paddy, I've done just that. You and HerbVic have good points--I need to compare equivalent quarters, especially in a seasonal industry. The following chart compares the next four quarters (4Q) for each of the boxmakers. Next4Q is their earnings over the next four quarters, etc. Name Price Last yr Next4Q BkwdP/E 4QPE 4QGrwth 4QPEG Apple $40.94 $1.89 $2.48 21.66 16.51 31.22 0.69 Compaq $42.00 $0.53 $1.46 79.25 28.77 175.47 0.45 Dell $73.19 $0.95 $1.34 77.04 54.62 41.05 1.88 Gateway $51.19 $1.96 $2.53 26.12 20.23 29.08 0.90 Apple improves somewhat in this scenario. Compaq and Dell stay roughly the same. Gateway slips. The lower PEGs given to Apple and Compaq presumably reflect investors' concerns for the companies--Apple's longterm ability to continue to compete against Wintel, and Compaq's ability to integrate DEC and avoid more channel-stuffing problems. rhet0ric