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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (129848)5/29/1999 5:10:00 PM
From: Ian@SI  Respond to of 176387
 
Larry,

If you look at Fair Value relative to other leaders in their sector, then you'd probably come up with a different and higher price tag.

Ian.



To: TREND1 who wrote (129848)5/29/1999 5:28:00 PM
From: Stonehenge  Read Replies (1) | Respond to of 176387
 
If pe=growth rate then why does the sp sell at an average pe of close to 30??? Fair pe for a 40+% grower is 80.



To: TREND1 who wrote (129848)5/29/1999 7:11:00 PM
From: Chuzzlewit  Respond to of 176387
 
Larry, your equation is wrong. P/E does not equal growth because it ignores interest rates. Look at it this way. Suppose you have a security with no growth, but earns 5% per annum (based on the price of the stock) which it throws off to investors in the form of stock buybacks. That company has a P/E of 20! This is one of the major fallacies of PEG analysis, and in fact is why I devised CNPEG and CNPEG2.

TTFN,
CTC


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News