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Re: alanthill post# 22623

Wednesday, 09/03/2014 5:52:32 PM

Wednesday, September 03, 2014 5:52:32 PM

Post# of 81999
Yes and you simply misunderstood the point of the PE ratios I was "citing" in previous posts, and never posted actual margins.

Someone mentioned that a 50 PE ratio can be used, and I simply responded that newer companies typically have a much higher PE ratio.

You are then taking that point, and now want to use every metric in those companies and model it in Sigma. It would be kinda silly to take margins of HPQ or DELL, who are essentially hardware manufacturers and apply it to Microsoft who is a software manufacturer. Wouldn't it be?

If we are going to compare something, let's try to be as realistic as possible. And AGAIN, if its pointless to you, stop wasting your energy typing.