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Strategies & Market Trends
Nasdaq 100 Analysis

An SI Board Since September 2001

Posts	SubjectMarks	Bans
238	71	0

Emcee: Steve Lee	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
63	fair enough...i agree INTC has the upper hand in strong PC market, i just think	mshinnick	-	1/21/2002
62	Actually, in a strong PC environment, INTC will have the upper hand. They have c	Zeev Hed	-	1/21/2002
61	i agree that fair value for INTC on a DCF is likely lower than the range ($17-25	mshinnick	-	1/21/2002
60	I have no "basic" quarrel with your DCF calculation, and I actually co	Zeev Hed	-	1/21/2002
59	Zeev- good to hear from you. let me try to clarify on our misunderstanding re	mshinnick	-	1/21/2002
58	I can accept your rationale for a higher discount rate, but if you take after ta	Zeev Hed	-	1/18/2002
57	zeev- thanks for your considered reply. you raised a couple of points which i wa	mshinnick	-	1/18/2002
56	I think that if you are using DCF, for 7 years, you probably should use the exis	Zeev Hed	-	1/17/2002
55	Ok. here is INTC valuation. Method of valuation on INTC is using modified 5 yr.	mshinnick	-	1/16/2002
54	Sounds interesting. Fair value was probably a bad title for the thread as it con	Steve Lee	-	1/16/2002
53	steve, do you just want to keep this discussion to fair value for the index or i	mshinnick	-	1/16/2002
52	NDX Weightings: Another link to a list of the Nasdaq 100 amextrader.com The D	Dan Duchardt	-	1/7/2002
51	The top five of the top 10: quote.yahoo.com The bottom five of the top 10: qu	Michael Sphar	-	1/7/2002
50	It is interesting to note from your referenced source, almost 40% of the weight	Michael Sphar	-	1/7/2002
49	Relevant Links decisionpoint.com amextrader.com	OZ	-	1/6/2002
48	Here is the page that addresses weightings: dynamic.nasdaq.com	Steve Lee	-	1/6/2002
47	Where can I find the weighting index? Thanks.	Softechie	-	1/6/2002
46	Possibly but I don't think so. I will check the weightings next week to see	Steve Lee	-	1/6/2002
45	So the weighting is constantly changing daily right...Just based on the daily st	Softechie	-	1/6/2002
44	The weighting is decided by the Nasdaq boffins. It seems to be based on market c	Steve Lee	-	1/6/2002
43	Thanks. How do you calculate the weighting? Is it derived from market cap agains	Softechie	-	1/6/2002
42	Just did it. Nice 62.1 PE on the NDX 100. Remember this is with BS pro forma nu	Steve Lee	-	1/5/2002
41	Have you updated the Nasdaq 100 index? TIA.	Softechie	-	1/5/2002
40	I have held off from updates cos of the index reshuffle. The aim with the new co	Steve Lee	-	12/21/2001
39	Steve, Can you post the latest NAZ 100 fair value? I mean the companies and thei	Softechie	-	12/21/2001

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