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To: pater tenebrarum who wrote (56135)	8/11/1999 9:54:00 PM
From: John Pitera	Read Replies (1) of 86076

Heinz, many of these companies are growing there earnings and revenues at a greater % than their PE. that's the one difference I see in a stock like JDSU, RFMD, BRCM, SDLI I have seen RFMD in the past 10 months go from a forward PE of 400 to a forward PE of 50. And these are real companies with real earnings and there are barriers to entry to get into their businesses. Much more so than many of the nets. A company with a 2 billion or 2.5 billion market cap such as RFMD, I could see becoming a 10 or 15 bilion mkt cap company in the next 2 years. EBAY or aol going from either 30 billion or 175 billion which they were both at in april; now to see them quadruple their mkt cap in 2 years that's a much different story in my opinion. John

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