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Strategies & Market Trends : Sonki's Links List

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To: Sonki who wrote (50)4/4/1998 11:25:00 PM
From: ANANT   of 395
 
sonki: Worth magazine may 98 - recommendation on sonki stocks

EFII (26)

Fair Value: 35

Why: new prod. transition that hurt co's sales is nearly complete. cheap relative to future e.

intel:(79) recom. michael murphy of ca tech. stk letter

core holding - pc gth 98 and 99 17%/yr - pe =20 for 98 e. vs sp pe 27. - in spite of competition holds 85-90% mkt- competition no threat - stk worth buying below 80 agressive buying below 75 - our year-end tgt price is 120

anant
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